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Inactive

Holly Kathleen Simeone

Berkshire Money Management, Inc.

Great Barrington, MA

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Current Employers
Berkshire Money Management, Inc.

161 Main Street, Dalton, MA 01226 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-21
  • MA RA
    APPROVED
    Since 2022-06-21

Branch Locations

322 Main Street, Great Barrington, MA 01230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St Germain Securities Inc Springfield MA 01/2019 04/2021
Lee Bank Lee MA 01/2018 04/2021
Unemployed Pittsfield MA 11/2017 01/2018
Digital Federal Credit Union Marlborough MA 05/2015 11/2017
Berkshire Money Management, Inc. Dalton MA 05/2021 Present
  • 01/2019 → 04/2021
    St Germain Securities Inc
    Springfield, MA
  • 01/2018 → 04/2021
    Lee Bank
    Lee, MA
  • 11/2017 → 01/2018
    Unemployed
    Pittsfield, MA
  • 05/2015 → 11/2017
    Digital Federal Credit Union
    Marlborough, MA
  • 05/2021 → Present
    Berkshire Money Management, Inc.
    Dalton, MA
Other Businesses

Dual Employee of St Germain and Lee Bank

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
Other Names
  • Holly Kathleen Close
  • Holly Simeone
  • Holly Close
  • Holly K Close
  • Holly K Simeone

View on SEC IAPD

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Other Offices

MML INVESTORS SERVICES, LLC · GREAT BARRINGTON, MA
ROCKINGSTONE ADVISORS · GREAT BARRINGTON, MA
INTEGRATED ADVISORS NETWORK LLC · GREAT BARRINGTON, MA
RBC CAPITAL MARKETS, LLC · GREAT BARRINGTON, MA
LPL FINANCIAL LLC · GREAT BARRINGTON, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Great Barrington, MA
TABLEAUX WEALTH · GREAT BARRINGTON, MA
AMERIPRISE FINANCIAL SERVICES, LLC · GREAT BARRINGTON, MA

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