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337 Turnpike Road Suite 203, Southborough, MA 01772 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| MA | RA | APPROVED | 2026-07-30 |
| NH | RA | APPROVED | 2026-06-25 |
Branch Locations
337 Turnpike Road Suite 203, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Westborough | MA | 12/2020 | 02/2021 |
| Boating In Boston | Hopkinton | MA | 05/2021 | 08/2021 |
| Bj's Brewhouse | Framingham | MA | 05/2022 | 01/2023 |
| The New Woodshed | Moultonborough | NH | 05/2023 | 08/2023 |
| Endicott College | Beverly | MA | 08/2020 | 05/2024 |
| Life Solutions Group | Danvers | MA | 01/2024 | 05/2024 |
| The Penfacs Group | Southborough | MA | 09/2018 | Present |
| The New Penfacs Inc. | Southborough | MA | 05/2025 | Present |
| Whitinsville High School | Whitinsville | MA | 08/2018 | 06/2020 |
| Southborough Public Schools | Southborough | MA | 01/2015 | 08/2018 |
| The New Penfacs Insurance Agency, Inc. | Southborough | MA | 09/2023 | Present |
| Penfacs Financial Services, Inc. | Southborough | MA | 05/2026 | Present |
1) 5/2025 The New PenFacs Inc., Investment-related, Southborough, MA, Broker-Dealer Firm, Registered Representative, Approx 40 hours/month, Approx 27.5 hours/month during trading hours, Relationship management and clerical duties 2) 9/2023 The New PenFacs Insurance Agency, Inc., Investment-related, Southborough, MA, Insurance Sales Firm, Licensed Insurance Agent, Approx 40 hours/month, Approx 27.5 hours/month during trading hours, Relationship management, clerical duties, new business sales, post-issue policy service 3) 9/2018 The PenFacs Group, Non-Investment-related, Southborough, MA, Nature of Business, Variety of roles, Approx40 of hours/month, Approx 27.5 of hours/month during trading hours, Relationship management, clerical duties, and marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
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