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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
339 Main Street Suite 110, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Patriot Financial Group | Westborough | MA | 10/2019 | 11/2023 |
| Bisceglia, Steiman & Fudeman | Worcester | MA | 06/2019 | Present |
| Fletcher Tilton Pc | Worcester | MA | 09/2013 | 05/2019 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 01/2024 | Present |
Bisceglia, Steiman and Fudeman, not investment related, full service accounting firm, 446 Main Street, 2nd Floor Worcester, MA 01608, manager, started in 06/2019, 180 hours per month, 160 hours per month during trading hours, employee and manager of a tax firm.
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