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100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jb Capital, Llc | Needham | MA | 03/2026 | Present |
| Johnson Brunetti | Needham | MA | 07/2024 | Present |
| Morgen Camp Care | Norridgewock | ME | 05/2023 | 06/2024 |
| Bryant University | Smithfield | RI | 09/2019 | 05/2023 |
| Native Notions | Belgrade | ME | 05/2020 | 08/2020 |
| Native Notions | Belgrade | ME | 05/2021 | 08/2021 |
| Doble Lebranti Financial Group | Burlington | MA | 06/2022 | 08/2022 |
| Town Of Industry | Industry | ME | 05/2019 | 08/2019 |
| Town Of Industry | Industry | ME | 05/2020 | 08/2020 |
| Town Of Wilton | Wilton | ME | 05/2020 | 08/2020 |
| Mt. Blue High School | Farmington | ME | 08/2015 | 05/2019 |
Gurney Properties, LLC - Family Owned Real Estate Investment Company; 349 Wilton Rd Farmington, ME 04938; Shareholder; Start date 1/1/2025; Investment Related - No; Hours per Month - 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-21 |
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