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855 Turnpike Street, North Andover, MA 01845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2017-03-02 |
| MA | RA | APPROVED | 2017-02-28 |
Branch Locations
855 Turnpike Street, North Andover, MA 01845 • United States
155 Fleet Street, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgillo Financial Management, Inc. | North Andover | MA | 07/1998 | 01/2020 |
| Flying Point Financial, Inc. | North Andover | MA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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