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432 Greenfield Road, 2Nd Fl, Montague, MA 01351 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
| MA | RA | APPROVED | 2022-03-24 |
Branch Locations
432 Greenfield Road, 2Nd Fl, Montague, MA 01351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro Pel Plastech | South Deerfield | MA | 02/2020 | 10/2020 |
| Snb Site Analysis | Boston | MA | 05/2013 | 02/2020 |
| Beacon Hill Womens Forum Non-Profit | Boston | MA | 09/2014 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 02/2021 | 11/2021 |
| Dale A. Frank Financial | Sunderland | MA | 11/2020 | 11/2021 |
| Senaida N Bautista, Sole Proprietor | Greenfield | MA | 01/2022 | 09/2022 |
| Clarity Wealth Management Llc | Greenfield | MA | 01/2022 | Present |
| Clarity Wealth Management Llc | Greenfield | MA | 11/2021 | Present |
| Steadfast Insurance Llc | Greenfield | MA | 09/2022 | Present |
1) Steadfast Insurance LLC; Yes; Greenfield, MA; Insurance; Owner/ Insurance Agent; 09/2022; 10/MO; 10/MO 2) BEACON HILL WOMENS FORUM; INVESTMENT RELATED: NOT INVESTMENT RELATED; PO BOX 140390 BOSTON, MA 02114; NON PROFIT; BOARD ADVISOR FOR THE BOARD OF DIRECTORS; NO MONETARY COMPENSATION. 3) Amhurst Womens Club; NO; Amherst, MA; Non-profit; ways & means; 09/2022; 10/MO; 3/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S66 | Uniform Combined State Law Examination | 2010-08-02 |
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