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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-04 |
| RI | RA | APPROVED | 2023-05-18 |
Branch Locations
75 Third Avenue, Waltham, MA 02451 • United States
51 Pullman Street, Worcester, MA 01606 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Visper Group, Llc | Worcester | MA | 07/1998 | Present |
| Sharry & Monfette, Llp | Worcester | MA | 05/2018 | Present |
| The Patriot Financial Group | Westborough | MA | 02/2019 | 08/2022 |
| Consolidated Portfolio Review Corp | Worcester | MA | 08/2022 | Present |
1) The Visper Group, LLC. Not investment related. Start date: 07/01/1998. Address: 51 Pullman St, Worcester, MA 01606. Title: Investment Adviser Representative/Registered Investment Advisor. Duties: Retirement and Estate Planning. Time spent during regular hours: 40% 2) Sharry & Monfette, LLP. Not investment related. Start date: 07/01/2017. Address: 51 Pullman St, Worcester, MA 01606. Title: Attorney. Duties: Attorney. Time spent during regular hours: 30% 3) Visper Retirement Solutions. Investment related. Start date: 2025-01-01. Address: 51 Pullman St, Worcester, MA 01606. Title: Investment Adviser Representative/Registered Investment Advisor. Duties: Retirement and Estate Planning.. Time spent during regular hours: 40%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
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