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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
107 High Street, Danvers, MA 01923 • United States
435 Winthrop Ave, Lawrence, MA 01843 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S United Bank | Beverly | MA | 08/2008 | 09/2019 |
| People'S Securities, Inc. | Danvers | MA | 04/2013 | 04/2025 |
| Peoples United Advisors, Inc. | Danvers | MA | 10/2019 | 04/2025 |
| Lpl Financial Llc | Danvers | MA | 08/2022 | 04/2025 |
| Lpl Financial Llc | Danvers | MA | 08/2022 | 04/2025 |
| Osaic Institutions, Inc | Meriden | CT | 04/2025 | Present |
| Brookline Bank | Danvers | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-06 |
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