John Richard Lamontagne

Current Employers

Employment History

• 08/1992 → Present
  Small Business Ins. Agency
  Worcester, MA
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2015 → 09/2022
  Sterling Bridge Partners
  Worcester, ME
• 08/2019 → Present
  Sterling Bridge Insurance Agency, Inc.
  Worcester, MA
• 08/2019 → Present
  Small Business Insurance Agency, Inc.
  Worcester, MA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. INDEPENDENT INSURANCE AGENT WORCESTER, MA DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, OTHER DENTAL AND HEALTH INSURANCE FOR 0HRS/WK SINCE 1992 2.NAME OF OTHER BUSINESS: STERLING BRIDGE INSURANCE AGENCY, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: SALES, START 08/2019, APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: SALES OF EMPLOYEE BENEFITS TO SMALL BUSINESSES; 3. NAME OF OTHER BUSINESS: THE WORCESTER ECONOMICS CLUB; INVESTMENT RELATED: NO; ADDRESS: 446 MAIN STREET SUITE 200, WORCESTER, MA 01608; NATURE OF BUSINESS: NETWORKING CLUB; START DATE: 04/2018; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MEMBER / NETWORKING CLUB; 4. NAME OF OTHER BUSINESS: SMALL BUSINESS INSURANCE AGENCY, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE ; 5. NAME OF OTHER BUSINESS: SMALL BUSINESS INSURANCE ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NON-SECURITIES RELATED INSURANCE START DATE: 09/2019 ; POSITION/TITLE/RELATIONSHIP: INSURANCE SALES ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: NON-SECURITIES RELATED INSURANCE PRODUCTS ; 6. NAME OF OTHER BUSINESS: CARROLL ENTERPRISES, INC. INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: INSURANCE HOLDING COMPANY; START DATE: 07/1994; POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SALES AND SERVICE OF GROUP BENEFITS;

Exams

• S66 Uniform Combined State Law Examination
  2014-03-28
• S63 Uniform Securities Agent State Law Examination
  1995-06-27