Lawrence M Sasso

Current Employers

Employment History

• 03/2000 → Present
  Lawrence Sasso Insurance & Financial Services, Inc
  Sutton, MA
• 06/2004 → Present
  Tarkenton Financial
  Sutton, MA
• 03/2001 → Present
  Premier Insurance Broker
  Worester, MA
• 11/2011 → 10/2024
  Broker International Financial Services Llc
  Sutton, MA
• 08/2024 → Present
  Bison Wealth, Llc.
  Atlanta, GA

Previous Registrations

• 2011-11-14 → 2024-10-15
  Integrity Alliance, Llc.
  Sutton, MA
  Urbandale, IA
  Sutton, MA
  Urbandale, IA
• 2010-01-06 → 2011-11-02
  Voya Financial Advisors, Inc.
  Grafton, MA
  Sutton, MA
• 2006-01-17 → 2009-12-03
  Berthel, Fisher & Company Financial Services, Inc.
  Sutton, MA
  Sutton, MA
• 2004-10-15 → 2005-12-31
  Investors Capital Corp.
  Sutton, MA
  Lynnfield, MA

Other Businesses

1. Lawrence Sasso is an independent insurance agent, located at 16 Providence Road, Sutton, MA 01590, selling property & casualty, fixed and fixed indexed annuities, and life insurance, etc., from April 2001 to present. 2. Lawrence Sasso Insurance & Financial Services, Inc, owner from (April 2001 to present), currently placing business through Northeast Safety-Insurance, in Massachusetts. 3. Adjunct Professor, Quinsigamond Community College, August 2025 to present, parttime, four days per week (M-Th), 1.25 trading hours each day, 8/30-12/20, 670 W. Boylston, MA 01606. 4. Authorized representative, Tarkenton Financial Solutions for Retirement, 3340 Peachtree Road, NE Suite 2300, Atlanta, GA 30326, from March 20024 to present. 5. American Legion Post 201, 326 Plantation Street, Worcester, MA 01604, Commander, from November 2017 to present. Zero hours during trading. 6. Member of the Worcester State University Board of Trustees, 486 Chandler Street, Worcester, MA 01602, March 2021 to present. Zero hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-12
• S63 Uniform Securities Agent State Law Examination
  1991-10-11

Designations