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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-04 |
| AZ | RA | APPROVED | 2018-01-03 |
| FL | RA | APPROVED | 2012-08-27 |
| RI | RA | APPROVED | 2012-02-28 |
| MA | RA | APPROVED | 2006-05-15 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits Group, Inc. | Reading | MA | 07/1993 | Present |
| Sentinel Securities, Inc. | Reading | MA | 02/2000 | Present |
SENTINEL MANAGEMENT COMPANY LLC. 100 Quannapowitt Parkway, Suite 300 Wakefield, MA 01880. MEMBER OF LLC. DATE OF INCEPTION JANUARY 2, 2007. NATURE OF BUSINESS: MANAGEMENT COMPANY. 40 HOURS PER WEEK PERFORMING MANAGEMENT SERVICES FOR SENTINEL SECURITIES LLC, SENTINEL PENSION ADVISORS LLC, SENTINEL BENEFITS GROUP LLC, SENTINEL INSURANCE AGENCY LLC. COMPENSATION PAID BASED ON PERFORMANCE OF CONSOLIDATED COMPANIES EBITDA, FROM FOCUS FINANCIAL PARTNERS, LLC. THE PORTION RELATING TO SENTINEL SECURITIES AND SENTINEL PENSION ADVISORS IS INVESTMENT RELATED. FULL TIME WORK IS PERFORMED DURING TRADING HOURS OF 9:30-4. MA ASSOCIATION OF HEALTH UNDERWRITERS, POSITION IS BOARD MEMBER, NOT INVESTMENT RELATED, DUTIES INCLUDE SETTING AGENDA FOR ORGANIZATION INCLUDNG ADVOCACY ON LEGISLATION AND PRODUCER LEVEL.I DO NOT RECEIVE ANY COMPENSATION FOR THIS POSITION. Labouré College of Healthcare, Board member. I DO NOT RECEIVE ANY COMPENSATION FOR THIS POSITION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-11 |
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