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Inactive

Michael Stein

Eggz

Charlemont, MA

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Current Employers
Eggz

111 East Oxbow Road, Charlemont, MA 01370 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-05
  • MA RA
    APPROVED
    Since 2026-03-05

Branch Locations

111 East Oxbow Road, Charlemont, MA 01370 • 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
O'HAnesian Lecours West Hartford CT 08/2014 12/2018
Seeley Howard Farmington CT 01/2019 10/2025
Oxbow Holdings, Inc. Dba Eggz Charlemont MA 10/2025 Present
  • 08/2014 → 12/2018
    O'HAnesian Lecours
    West Hartford, CT
  • 01/2019 → 10/2025
    Seeley Howard
    Farmington, CT
  • 10/2025 → Present
    Oxbow Holdings, Inc. Dba Eggz
    Charlemont, MA
Previous Registrations
  • 2018-12-14 → 2025-10-14
    Cambridge Investment Research Advisors, Inc.
    East Longmeadow, MA
  • 2014-08-18 → 2018-12-14
    Ohanesian / Lecours, Inc.
    Springfield, MA
  • 2014-05-08 → 2014-08-22
    Signator Investors, Inc.
    Agawam, MA
    Agawam, MA
Other Businesses

independent, licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-30
S63 Uniform Securities Agent State Law Examination 1990-10-24
  • S65 Uniform Investment Adviser Law Examination
    1998-10-30
  • S63 Uniform Securities Agent State Law Examination
    1990-10-24

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SHELBURNE FALLS, MA
WELLINGTON SHIELDS & CO., LLC · Shelburne Falls, MA
EDWARD JONES · GREENFIELD, MA
EDWARD JONES · GREENFIELD, MA
MONEY CONCEPTS CAPITAL CORP · Greenfield, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENFIELD, MA
EDWARD JONES · GREENFIELD, MA
PROSPERITEA PLANNING · GREENFIELD, MA

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