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Current Employers
Able Financial Planning, Inc.

1 East Main St Suite C, West Brookfield, MA 01585 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-02-23
  • MA RA
    APPROVED
    Since 2018-02-23

Branch Locations

1 East Main St Suite C, West Brookfield, MA 01585 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John P. Estrella Dba Able Mortgage Company Berkley MA 10/2005 01/2020
Able Mortgage Inc. West Brookfield MA 03/2016 Present
Able Financial Planning Inc. West Brookfield MA 04/2016 Present
Able Financial Planning Inc. West Brookfield MA 04/2016 Present
Previous Registrations
Other Businesses

ABLE MORTGAGE Inc. 1 East Main St., Suite C. West Brookfield MA 01585~MORTGAGE BROKERAGE, President/broker, SUPERVISE PLACEMENT OF FIRST MORTGAGES~03/2016~60 HRS/MO~60 TRADING HRS/MO|JOHN P. ESTRELLA DBA ABLE MORTGAGE CO.~2 CRABAPPLE DRIVE, BERKLEY, MA 02779~MORTGAGE FINANCING~N~MORTGAGE BROKER - SUPERVISE PLACEMENT OF FORWARD MORTGAGES~10/17/2005-01/01/2020~0HRS/MO~0 TRADING HRS/MO ABLE Financial Planning Inc. 1 East Main St., Suite C. West Brookfield MA 01585, tax preparation, President, file federal and state tax returns on behalf of clients, 03/2016-present, ~1 HRS/MO, ~.5 TRADING HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-30
S63 Uniform Securities Agent State Law Examination 2010-09-27
  • S65 Uniform Investment Adviser Law Examination
    2012-01-30
  • S63 Uniform Securities Agent State Law Examination
    2010-09-27
Designations
Other Names
  • John P Estrella
  • John Estrella

View on SEC IAPD

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