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Inactive

Anne Elizabeth Christopulos

West Branch Capital LLC

Hyannis, MA

Amherst, MA

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Current Employers
West Branch Capital Llc

9 Research Drive Suite 1, Amherst, MA 01002 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-11-29
  • MA RA
    APPROVED
    Since 2016-11-29

Branch Locations

100 Independence Drive Suite 123, Hyannis, MA 02601 • United States

9 Research Drive Suite 1, Amherst, MA 01002 • 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
Davis Financial Services, Llc Orleans MA 10/2008 04/2017
West Branch Capital Llc Amherst MA 10/2016 Present
  • 10/2008 → 04/2017
    Davis Financial Services, Llc
    Orleans, MA
  • 10/2016 → Present
    West Branch Capital Llc
    Amherst, MA
Previous Registrations
  • 2008-11-04 → 2017-04-19
    Davis Financial Services, Llc
    Orleans, MA
  • 2007-06-25 → 2008-10-31
    Secure Future Financial Services, Inc.
    Dennis, MA
  • 2002-12-09 → 2006-12-31
    Secure Future Financial Services, Inc.
    Dennis, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-18
  • S66 Uniform Combined State Law Examination
    2001-09-18

View on SEC IAPD

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