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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
| MA | RA | APPROVED | 2021-05-05 |
Branch Locations
70 Post Office Park Suite 7004, Wilbraham, MA 01095 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Wilbraham | MA | 03/2011 | 03/2019 |
| Summit Brokerage Services | Wilbraham | MA | 03/2019 | 09/2019 |
| Summit Financial Group Inc | Wilbraham | MA | 03/2019 | 04/2021 |
| Cetera Advisor Networks Llc | Wilbraham | MA | 09/2019 | 04/2021 |
| Prospera Financial Services Inc | Dallas | TX | 04/2021 | Present |
1) NOTARY; NOT INVESTMENT RELATED; SAME ADDRESS AS REGISTERED OFFICE; PROFESSIONAL SERVICES/CONSULTANT-NOTARY; NOTARY; 03/15/2019; APPX 1 HOUR/MONTH; APPX 1 HOUR/MONTH DURING TRADING; NOTARIZE CLIENT DOCUMENTS 2) SCATOLINI WEALTH MANAGEMENT; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED OFFICE; BRAND NAME (DBA); PRESIDENT; 03/15/2019; APPX 200 HOURS/MONTH; APPX 8 HOURS/MONTH DURING TRADING; FINANCIAL ADVISOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-21 |
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