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5 North Meadows Road, Medfield, MA 02052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-13 |
Branch Locations
5 North Meadows Road, Medfield, MA 02052 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-12-14 |
Branch Locations
5 North Meadows Road 2Cd Fl. Unit 1D, Medfield, MA 02052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Fairfield | CT | 08/2017 | 10/2017 |
| Unemployed | New Haven | CT | 06/2017 | 08/2017 |
| Insight Global | Stamford | CT | 05/2017 | 06/2017 |
| Forman School | Litchfield | CT | 08/2015 | 05/2017 |
| Commonwealth Financial Network | Medfield | MA | 03/2018 | Present |
| Ashwood Advisors, Llc | Medfield | MA | 10/2017 | 08/2024 |
| Ashwood Advisors, Llc | Medfield | MA | 08/2024 | Present |
(1.) NAME OF OBA: MEDFIELD CONDO ASSOCIATION; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: PROPERTY MANAGER; DUTIES: MANAGING THE BUDGET FOR THE BUILDING, PAYING VENDORS AND COLLECTING RENT; START DATE: 01/01/2026; APPROX. NUMBER OF HOURS/MONTH: 5-10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: INSURANCE SALES; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: INSURANCE AGENT; DUTIES: FIXED INSURANCE SALES; START DATE: 02/12/2018; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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