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308 Main Street Suite 3A, Greenfield, MA 01301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-05 |
| MA | RA | APPROVED | 2024-02-07 |
Branch Locations
308 Main Street Suite 3A, Greenfield, MA 01301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 10/2021 | 11/2021 |
| Dale Frank Financial | Sunderland | MA | 09/2021 | 11/2021 |
| Wellington Management | Boston | MA | 01/2017 | 07/2021 |
| Unemployed | Jamaica Plain | MA | 08/2016 | 01/2017 |
| Clarity Wealth Management Llc | Greenfield | MA | 01/2022 | 04/2024 |
| Samuel P Plotkin, Sole Proprietor | Greenfield | MA | 01/2022 | 10/2022 |
| Clarity Wealth Management Llc | Greenfield | MA | 11/2021 | 04/2024 |
| Steadfast Insurance Llc | Greenfield | MA | 10/2022 | 04/2024 |
| Prosperitea Planning | Greenfield | MA | 01/2024 | Present |
1.) PERSONAL REAL ESTATE INVESTMENTS; YES INVESTMENT RELATED; 19-21 HAYWOOD STREET, GREENFIELD, MA 01301 & 8 GRANT STREET, GREENFIELD, MA 01301; 53 Pleasant St. Greenfield, MA 01301; REAL ESTATE; LANDLORD; START DATE 04/2021; APPROX 5 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; LEASING AND MAINTENANCE. 2.) Temple Israel, Greenfield; Investment Committee volunteer, investment-related, 4 hours per year.
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