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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-06 |
Branch Locations
Litchfield Park, AZ • United States
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • 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 |
|---|---|---|---|---|
| Oasis Outsourcing | Phoenix | AZ | 04/2015 | 04/2018 |
| Farmers Insurance | Glemdale | AZ | 04/2018 | 03/2020 |
| Ascensus | Litchfield Park | AZ | 03/2020 | Present |
Applicant is employed with the firm's parent company, Ascensus, LLC. In addition to his association with the member firm, he is also associated with Beneco Systems, LLC ("Beneco"), an Ascensus affiliate, in the capacity of a Sales Consultant. Applicant's association with Beneco represents the full-time execution of his Ascensus job responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-28 |
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