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Michael James O'BRien

Berkshire Money Management, Inc.

Dalton, MA

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Current Employers
Berkshire Money Management, Inc.

161 Main Street, Dalton, MA 01226 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-14
  • MA RA
    APPROVED
    Since 2025-02-14

Branch Locations

161 Main Street, Dalton, MA 01226 • 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
Berkshire Money Management, Inc. Dalton MA 10/2024 Present
Berkshire Fairfield Insurance Agency, Llc Pittsfield MA 08/2022 10/2024
The Country Club Of Pittsfield Pittsfield MA 05/2019 08/2022
Staples Pittsfield MA 12/2017 05/2019
Massachusetts College Of Liberal Arts North Adams MA 09/2019 05/2022
Westfield State University Westfield MA 09/2018 05/2019
Taconic High School Pittsfield MA 09/2014 06/2018
  • 10/2024 → Present
    Berkshire Money Management, Inc.
    Dalton, MA
  • 08/2022 → 10/2024
    Berkshire Fairfield Insurance Agency, Llc
    Pittsfield, MA
  • 05/2019 → 08/2022
    The Country Club Of Pittsfield
    Pittsfield, MA
  • 12/2017 → 05/2019
    Staples
    Pittsfield, MA
  • 09/2019 → 05/2022
    Massachusetts College Of Liberal Arts
    North Adams, MA
  • 09/2018 → 05/2019
    Westfield State University
    Westfield, MA
  • 09/2014 → 06/2018
    Taconic High School
    Pittsfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-01
  • S65 Uniform Investment Adviser Law Examination
    2025-02-01

View on SEC IAPD

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PETER JAMES COUGHLIN
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Other Offices

BERKSHIRE MONEY MANAGEMENT, INC. · DALTON, MA
LPL FINANCIAL LLC · PITTSFIELD, MA
LPL FINANCIAL LLC · PITTSFIELD, MA
LPL FINANCIAL LLC · PITTSFIELD, MA
COMMONWEALTH FINANCIAL NETWORK · Pittsfield, MA
COMMONWEALTH FINANCIAL NETWORK · PITTSFIELD, MA
FINANCIAL TRANSPARENCY · Pittsfield, MA
EDWARD JONES · PITTSFIELD, MA

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