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20 Park Avenue Ste #201, Worcester, MA 01605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-05 |
Branch Locations
20 Park Avenue Ste #201, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carr Financial Group | Worcester | MA | 01/2025 | Present |
| Carr Financial Group | Worcester | MA | 05/2023 | 08/2024 |
| Olive Garden | Stoughton | MA | 12/2023 | 04/2024 |
| Leominster Credit Union | Worcester | MA | 06/2020 | 08/2022 |
| Leominster Credit Union | Leominster | MA | 12/2022 | 01/2023 |
| Vhs Learning | Maynard | MA | 06/2022 | 08/2022 |
| Pinecroft Dairy | West Boylston | MA | 06/2019 | 08/2019 |
| Mountview Middle School | Holden | MA | 01/2015 | 06/2017 |
| Wachusett High School | Holden | MA | 08/2017 | 05/2021 |
| Stonehill College | North Easton | MA | 08/2021 | 12/2024 |
NAME OF OBA: CMASS JUNIOR VOLLEYBALL; ADDRESS: MARLBOROUGH, MA; NATURE: COACHING; INVESTMENT-RELATED: NO; TITLE: COACH; DUTIES: COACHING VOLLEYBALL; START DATE: 11/01/2024; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
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