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Factor Investing Group CRD 315131
$349M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8 Lyman Street Suite 204, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| RI | RA | APPROVED | 2022-03-10 |
| MA | RA | APPROVED | 2021-11-09 |
Branch Locations
100 Bellevue Ave, Newport, RI 02840 • United States
8 Lyman Street Suite 204, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Westborough | MA | 02/2005 | 03/2022 |
| Kestra Advisory Services, Llc | Westborough | MA | 11/2016 | 03/2022 |
| Melfa Wealth Management, Inc. Dba Factor Investing Group | Westborough | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-16 |
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