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7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
| MA | RA | APPROVED | 2018-12-20 |
Branch Locations
7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Society Of Grownups, Llc | Springfield | MA | 04/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 04/2016 | 12/2018 |
| Keenan Financial | Boston | MA | 12/2018 | Present |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 11/2019 | Present |
Insurance license; investment-related; same address; Insurance; Agent; Start Date: 11/2019; 25 hours per month, all during securities trading hours; life, fixed, and index annuity sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-01 |
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