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166 Winthrop Ave, Revere, MA 02151 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Management | Medford | MA | 10/2012 | 08/2017 |
| Heritage Financial Group, Inc. | Medford | MA | 10/2012 | 08/2017 |
| Lpl Financial, Llc | Waltham | MA | 11/2017 | 10/2022 |
| Integrated Wealth Concepts Llc | Waltham | MA | 09/2017 | Present |
1. 11/02/2017 - CITY OF REVERE - ASSESSOR/ OUTSIDE, W-2 EMPLOYMENT/ 25%/ REVERE, MA 2. 11/02/2017 - VERRENGIA FAMILY LIMITED PARTNERSHIP/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 4%/ REVERE, MA 3. 11/02/2017 - JOHN J VERRENGIA, CPA, PC/ CPA AFFILIATE PROGRAM/ 40%/ REVERE, MA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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