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161 Main Street, Dalton, MA 01226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umass Amherst | Amherst | MA | 09/2014 | 12/2017 |
| Berkshire County Arc | Pittsfield | MA | 08/2016 | 03/2018 |
| Berkshire Money Management, Inc. | Dalton | MA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-23 |
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