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352 Park Street West 206, North Reading, MA 01864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2014-11-20 |
| MA | RA | APPROVED | 2014-10-22 |
Branch Locations
352 Park Street West 206, North Reading, MA 01864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael J Gallugi Cpa | N. Reading | MA | 12/1989 | Present |
| Gallugi Wealth Management, Llc | North Reading | MA | 10/2014 | Present |
| Purshe Kaplan Sterling Investment | North Reading | MA | 10/2014 | Present |
1. MICHAEL J. GALLUGI, CPA; SOLE PROPRIETOR; OFFERING TAX AND ACCOUNTING SERVICES; CONDUCTED FROM BRANCH OFFICE; NON-INVESTMENT RELATED. 2. FIXED INSURANCE SALES AS AGENT AT BRANCH OFFICE; INVESTMENT RELATED. 3. GALLUGI WEALTH MANAGMENT LLC. INVESTMENT RELATED 352 PARK ST N. READING, MA 01864 INVESTMENT ADVISOR OWNER START DATE 10/22/2014 80 HOURS/MONTH. 3 HOURS DURING TRADING OVERSEE INVESTMENT ADVISORY/ASSET MANAGEMENT FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
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