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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-13 |
| MA | RA | APPROVED | 2018-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Needham Heights | MA | 04/2013 | 11/2018 |
| Centinel Financial Group, Llc | Needham Heights | MA | 04/2013 | Present |
| Osaic Wealth Inc | Marshfield | MA | 11/2018 | Present |
1. INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI , SUNLIFE/HARTFORD , START OF RELATIONSHIP: JAN 2, 2009 APPROXIMATE # OF HOURS PER MONTH: 1 APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: .5.... 2. INSURANCE POSITION: Financial Professional NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1994 ADDRESS: 462 plain st, marshfield MA 02050, United States DESCRIPTION: recommendation of insurance for clients needs 3. CENTINEL FINANCIAL GROUP, LLC. POSITION: Financial Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/12/2013 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-17 |
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