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33 Railroad Avenue Suite 2, Duxbury, MA 02332 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-31 |
Branch Locations
33 Railroad Avenue Suite 2, Duxbury, MA 02332 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jm Morris & Associates | Duxbury | MA | 01/1976 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/1980 | 11/2019 |
| Fsa Wealth Management, Llc | Duxbury | MA | 11/2019 | 04/2021 |
| Fma Wealth Management, Llc | Duxbury | MA | 03/2021 | Present |
| Financial Management Associates, Llc | Duxbury | MA | 10/2000 | 09/2020 |
1.) J.M. Morris & Associates: Servicing fixed insurance products; less than 1 hour per month; as of 06/06/19; conducted at branch location; investment related. 2.) J.M. Morris & Associates: Planning and data preparation, as owner and client manager assisting client with the preparation of tax returns but does not physically prepare or sign any returns, spends 2-4 hrs/day during tax season, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-04-23 |
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