John Winthrop Foley

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-04-22

Branch Locations

330 Whitney Ave Suite 610, Holyoke, MA 01040 • United States

Watertown, MA • United States

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

Organization	City	State	From	To
Fidelity Investments	Westwood	MA	06/2015	09/2019
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	09/2019
Unemployed	Westfield	MA	09/2019	10/2020
Amazon/Whole Foods	Medford	MA	10/2020	02/2021
New England Investment & Retirement Group, Inc.	North Andover	MA	02/2021	11/2021
Neirg Wealth Management, Llc	North Andover	MA	11/2021	08/2022
Fidelity Brokerage Services Llc	Westwood	MA	06/2015	09/2019
Strategic Advisers Llc	Westwood	MA	05/2017	07/2018
Massmutual Life Insurance Co	Southborough	MA	08/2022	Present
Mml Investment Services, Llc	Southborough	MA	09/2022	Present

06/2015 → 09/2019

Fidelity Investments

Westwood, MA
07/2018 → 09/2019

Fidelity Personal And Workplace Advisors

Boston, MA
09/2019 → 10/2020

Unemployed

Westfield, MA
10/2020 → 02/2021

Amazon/Whole Foods

Medford, MA
02/2021 → 11/2021

New England Investment & Retirement Group, Inc.

North Andover, MA
11/2021 → 08/2022

Neirg Wealth Management, Llc

North Andover, MA
06/2015 → 09/2019

Fidelity Brokerage Services Llc

Westwood, MA
05/2017 → 07/2018

Strategic Advisers Llc

Westwood, MA
08/2022 → Present

Massmutual Life Insurance Co

Southborough, MA
09/2022 → Present

Mml Investment Services, Llc

Southborough, MA

2021-11-10 → 2022-09-20

Neirg Wealth Management, Llc

North Andover, MA
2021-03-16 → 2021-11-01

New England Investment & Retirement Group, Inc.

North Andover, MA
2018-07-13 → 2019-09-20

Fidelity Personal And Workplace Advisors

Boston, MA
2017-06-06 → 2018-07-13

Strategic Advisers Llc

Westwood, MA
2014-10-20 → 2015-06-11

Mcadam Llc

Boston, MA

Radnor, PA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-10-21
S65	Uniform Investment Adviser Law Examination	2014-09-10

Other Firms