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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-08-24 |
Branch Locations
180 Denslow Road Suite 4, East Longmeadow, MA 01028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Springfield | MA | 07/2014 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
| Ernst Financial Group | East Longmeadow | MA | 08/2018 | 03/2025 |
| Kj Wealth Advisory | East Longmeadow | MA | 03/2025 | Present |
1. Fixed insurance sales; as of 07/18/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Amy Santarelli Wealth Management LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 03/26/2020; 80% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-17 |
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