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50 Federal St. 9Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Holliston | MA | 10/2012 | 12/2017 |
| Mason Capital Partners | Boston | MA | 01/2018 | Present |
M.R. MILLER FINANCIAL, LLC POSITION: statutory agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/08/2017 ADDRESS: 838 Washington St., Holliston MA 01746, United States DESCRIPTION: Sell life insurance and annuities, when appropriate, as part of overall financial planning / wealth management practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-14 |
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