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77 Access Road Suite 6, Norwood, MA 02062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED_RES | 2026-01-26 |
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 |
|---|---|---|---|---|
| Proficient Wealth Counselors | Norwood | MA | 07/2011 | Present |
1. FIXED INSURANCE SALES UNDER DBA NAME PROFICIENT WEALTH COUNSELORS, LLC, AT BRANCH OFFICE, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-09 |
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