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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| CT | RA | APPROVED | 2023-01-17 |
Branch Locations
1295 State Street, Springfield, MA 01111 • United States
East Brookfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True North Financial Group Llc | E. Brookfield | MA | 01/2015 | 06/2017 |
| Voya Financial Advisors | East Brookfield | MA | 12/2014 | 07/2018 |
| Massmutual | Springfield | MA | 07/2018 | 01/2023 |
| Mml Investors Services, Llc | Enfield | CT | 08/2018 | 05/2021 |
| Massmutual | Springfield | MA | 01/2023 | Present |
| Mml Investors Services, Llc | East Brookfield | MA | 01/2023 | Present |
1) NAME: Theodore Boulay INV REL: N ADD: Residential Address NATURE: Home improvement, carpentry and construction POSITION: Self-employed START DATE: 08/31/2023 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Carpentry, home improvements projects, contraction 2) NAME: Quaboag Valley Business Assistance Corp. INV REL: N ADD: 23 West Main St, Ware MA 01082 NATURE: A non-profit that offers programs and services with a focus on community and economic developments supporting small business POSITION: Board Member START DATE: 09/01/2024 NO. HR/MO: 4-6 NO. HR/MO DURING SEC TRADING: 1-1.5 hours quarterly (4 times/year) for virtual meetings DESCRIBE DUTIES: Represent my town on the board and be the liaison between the town's business and the organization. 3) NAME: Town of East Brookfield, MA Cemetery Commission INV REL: N ADD: 122 Connie Mack Drive, East Brookfield MA 01515 NATURE: Serve on commission that oversees the operation and maintenance of the town- owned cemeteries POSITION: Member START DATE: 06/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Serve on commission that oversees the operation and maintenance of the town- owned cemeteries. I would be one of three members 4) NAME: Theodore A. Boulay Jr. INV REL: Y ADD: Residential Address NATURE: licensed salesperson assisting parties in the buying and selling of real estate. Working with the Michelle Terry Team, under eXp Realty.. POSITION: Real Estate Agent/Salesperson START DATE: 06/19/2026 NO. HR/MO: 5-15 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Assisting parties in the buying and selling of real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-08 |
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