Max Morgovsky

Current Employers

Employment History

• 03/2022 → Present
  Osaic Wealth, Inc.
  Needham, MA
• 08/2021 → Present
  Centinel Financial Group
  Needham, MA
• 03/2020 → 08/2021
  Unemployed
  Needham, MA
• 08/2019 → 03/2020
  Staples Inc.
  Framingham, MA
• 08/2015 → 05/2019
  University Of Hartford
  West Hartford, CT

Other Businesses

1) CENTINEL FINANCIAL GROUP POSITION: Registered Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 08/02/2021 ADDRESS: 160 Gould Street, Needham Heights MA 02494, United States DESCRIPTION: Responsible for the daily operational tasks related to a financial practice(s) 2) FREEMASONRY OF MASSACHUSETTS POSITION: Check Book Auditor NATURE: Fraternal Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2024 ADDRESS: 460 Newtonville Avenue, Newton MA 02460, United States DESCRIPTION: Assess each lodge an assessment to cover basic operating cost, dinners for District officer at Exemplification, LOQ and subsidies some dinners for district events like the Ritual Work shop. Every two years, the District collects money from members to cover the cost of the District Deputies district gift as he finishes up his 2nd term as the District Deputy Grand Master. 3) INSURANCE BROKERAGE / GROUP BENEFITS POSITION: insurance broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2024 ADDRESS: 160 Gould St. Unit #212, Needham Heights MA 02494, United States DESCRIPTION: Sell Life, health related insurance lines directly with insurance company or BGA 4) DIAMOND POINT WEALTH PARTNERS POSITION: Financial Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2024 ADDRESS: 160 Gould Street Suite #212, Needham Heights MA 02494, United States DESCRIPTION: Working with individual clients to help create and monitor their financial plans and achieve their long-term financial goals.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-27

Other Names

• Max B Morgovsky