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35 Village Road Suite 304, Middleton, MA 01949 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-30 |
| MA | RA | APPROVED | 2018-06-26 |
Branch Locations
35 Village Road Suite 304, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caputo & Company, Pc | Danvers | MA | 06/1986 | Present |
| Metlife Securites, Inc | Boston | MA | 12/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 01/2008 | 09/2017 |
| Mml Investors Services, Llc | Danvers | MA | 03/2017 | 09/2017 |
| Vitale & Caputo Wealth Management Llc | Danvers | MA | 01/2016 | Present |
| Baystate Wealth Management | Danvers | MA | 01/2017 | 09/2017 |
| S.M. Equipment Llc | Danvers | MA | 12/2005 | Present |
| Baystate Wealth Management | Danvers | MA | 01/2017 | 09/2017 |
(1)CPA-Owner of CPA firm-Caputo & Company, PC-from Danvers, MA-40hrs sec, 0hrs nonsec-since 06/1986 (2) Managing member-S.M. Equipment LLC-leasing company-from Danvers, MA-1hrs sec, 0hrs nonsec-since 12/2005 (3) Member / COO-Vitale & Caputo Wealth Management LLC-from Danvers, MA-15hrs sec, 7hrs nonsec-since 01/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-19 |
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