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Current Employers
Consolidated Portfolio Review Corp

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2022-09-13
  • MA RA
    APPROVED_RES
    Since 2022-09-13

Branch Locations

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

51 Pullman Street, Worcester, MA 01606 • 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
The Visper Group Llc Worcester MA 07/1997 Present
The Patriot Financial Group Westborough MA 04/2019 08/2022
Consolidated Portfolio Review Corp Worcester MA 08/2022 Present
  • 07/1997 → Present
    The Visper Group Llc
    Worcester, MA
  • 04/2019 → 08/2022
    The Patriot Financial Group
    Westborough, MA
  • 08/2022 → Present
    Worcester, MA
Previous Registrations
Other Businesses

The Visper Group, LLC. Not investment related. Start date 07/01/1997. Address: 51 Pullman St Worcester, MA 01606. Title: Manager. Duties: Retirement Income Planning using Fixed Annuity and Life Insurance Product. Time spent during regular hours: 90%.

Other Names
  • Louis Louis Boutiette

View on SEC IAPD

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