Jake Joseph Generazzo

Osaic Institutions, Inc.

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Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-01-07

MA RA
APPROVED

Since 2026-01-07

Branch Locations

54 County St, Somerset, MA 02726 • 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

Organization	City	State	From	To
Bank Five	Somerset	MA	10/2024	Present
Osaic Institutions	Somerset	MA	10/2024	Present
Dicks Sporting Goods	North Dartmouth	MA	09/2021	10/2024
Unemployed	Lakeville	MA	06/2021	09/2021
Juniors Gas & Convenience	Assonet	MA	02/2021	06/2021
Unemployed	Lakeville	MA	03/2020	02/2021
Lakeville Country Club	Lakeville	MA	09/2019	03/2020
Unemployed	Lakeville	MA	05/2015	09/2019

10/2024 → Present

Bank Five

Somerset, MA
10/2024 → Present

Osaic Institutions

Somerset, MA
09/2021 → 10/2024

Dicks Sporting Goods

North Dartmouth, MA
06/2021 → 09/2021

Unemployed

Lakeville, MA
02/2021 → 06/2021

Juniors Gas & Convenience

Assonet, MA
03/2020 → 02/2021

Unemployed

Lakeville, MA
09/2019 → 03/2020

Lakeville Country Club

Lakeville, MA
05/2015 → 09/2019

Unemployed

Lakeville, MA

Other Businesses

1.) Fore the Save. Not investment related. Owner. Started Sept 2024. Approx 10 - 15 hours per month. none during trading hours. Affordable Golf Blog.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-13

S66 Uniform Combined State Law Examination

2025-12-13

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

BELPOINTE ASSET MANAGEMENT LLC

SOUTHCOAST ADVISORY GROUP, INC

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SUCCESSFUL MONEY STRATEGIES INC

NORTHEAST CAPITAL MANAGEMENT, INC.

Other Investors

JAMES RICHARD FONSECA

CHERYL ANN FONSECA

ROBERT ROLAND LEVESQUE

Mark L Tremblay

MARCEL ANDRE GADBOIS

RAYMOND DESORMIER

CARLOS MANUEL OLIVEIRA

Other Offices

LPL FINANCIAL LLC · SOMERSET, MA

BELPOINTE ASSET MANAGEMENT LLC · Somerset, MA

LPL FINANCIAL LLC · SOMERSET, MA

SOUTHCOAST ADVISORY GROUP, INC · FALL RIVER, MA

OSAIC WEALTH, INC. · FALL RIVER, MA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FALL RIVER, MA

LPL FINANCIAL LLC · FALL RIVER, MA

OSAIC INSTITUTIONS, INC. · Fall River, MA

More in Somerset, MA

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