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319 Littleton Rd Suite 204, Westford, MA 01886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-24 |
Branch Locations
319 Littleton Rd Suite 204, Westford, MA 01886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Littleton | MA | 01/2005 | 03/2023 |
| Park Ave Securities | Littleton | MA | 01/2005 | 02/2023 |
| Collaborative Wealth Advisors, Llc | Westford | MA | 03/2023 | Present |
1. Tax Preparation Tax prep of simple tax returns Start: 01/01/2011 Address: 319 Littleton Road Ste 201; Westford, MA 01886 5 bus hrs per month Not investment related 2. Dokus Financial Partners, LLC Owner - Pass through LLC Start: 05/01/2003 Address: 319 Littleton Rd Westford, MA 01886 40 bus hrs per month Investment related >10% annual compensation 3.) Independent Licensed insurance Agent; Start Date: 04/1990; Life Accident and health for Massachusetts and New Hampshire
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-13 |
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