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7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-10 |
| MA | RA | APPROVED | 2021-10-12 |
Branch Locations
7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryant University | Smithfield | RI | 08/2017 | 05/2021 |
| Braintree High School | Braintree | MA | 07/2013 | 06/2017 |
| Keenan Financial | Boston | MA | 06/2021 | Present |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 06/2021 | Present |
Insurance Agent; investment-related; same address; Insurance; Agent - Start Date: 6/2021; 5 hours per month; 1 hour per month during security trading hours; life and health insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
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