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Jack Rufo

Finivi Inc.

Westborough, MA

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Current Employers
Finivi Inc.

1400 Computer Drive, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-15
  • MA RA
    APPROVED
    Since 2025-05-15

Branch Locations

1400 Computer Drive, Westborough, MA 01581 • 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
Westwood Public Schools Westwood MA 02/2015 06/2021
Heritage Financial Services Westwood MA 06/2024 08/2024
Jnj Window Services Westwood MA 05/2023 05/2025
Bentley University Waltham MA 06/2021 05/2025
Finivi Inc. Westborough MA 01/2025 Present
  • 02/2015 → 06/2021
    Westwood Public Schools
    Westwood, MA
  • 06/2024 → 08/2024
    Heritage Financial Services
    Westwood, MA
  • 05/2023 → 05/2025
    Jnj Window Services
    Westwood, MA
  • 06/2021 → 05/2025
    Bentley University
    Waltham, MA
  • 01/2025 → Present
    Finivi Inc.
    Westborough, MA
Other Businesses

Jack Rufo is a licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-06
  • S65 Uniform Investment Adviser Law Examination
    2025-05-06

View on SEC IAPD

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Other Offices

GRIMES & COMPANY · WESTBOROUGH, MA
MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
EAGLE STRATEGIES LLC · WESTBOROUGH, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA

More in Westborough, MA

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