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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-05-26 |
Branch Locations
Longwood 1016 Beacon Street, Brookline, MA 02446 • United States
West Medford 430 High Street, Medford, MA 02155 • United States
Medford Square 60 High Street, Medford, MA 02155 • United States
448 Washington Street, Wellesley, MA 02482 • United States
902 Highland Avenue, Needam Heights, MA 02494 • United States
South Brookline 1018 W. Roxbury Pkwy, Chestnut Hill, MA 02467 • United States
201 Salem Street, Medford, MA 02155 • United States
5 Washington Street, Wellesley, MA 02481 • United States
West Roxbury 1808 Centre Street, West Roxbury, MA 02132 • United States
856 Massachusetts Avenue, Arlington, MA 02476 • United States
196 Commercial Street, Malden, MA 02148 • United States
31 State Street, Boston, MA 02109 • United States
131 Clarendon Street, Boston, MA 02117 • United States
Coolidge Corner 1324 Beacon Street, Brookline, MA 02446 • United States
2 Harvard St, Brookline, MA 02445 • United States
Washington Square 1661 Beacon Street, Brookline, MA 02445 • United States
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 |
|---|---|---|---|---|
| Infinex Investments, Inc | Meriden | CT | 05/2016 | Present |
| Brookline Bank | Brookline | MA | 05/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-11 |
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