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200 Broadway Suite 206, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-04-13 |
| MA | RA | APPROVED | 2017-08-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services Llc | Panora | IA | 07/2009 | 08/2017 |
| Timothy Charles Financial, Llc | Lynnfield | MA | 08/2017 | Present |
INDEPENDENT INSURANCE AGENT;YES;200 BROADWAY STE 206 LYNNFIELD, MA 01940;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;1/2006;80;80;SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-31 |
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