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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 11/2014 | 10/2019 |
| Bolton Global Asset Management | Bolton | MA | 11/2014 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | Present |
| Curran And Keegan Financial | Northampton | MA | 10/2019 | 06/2026 |
| Shorepoint Advisory Group | Hadley | MA | 06/2026 | Present |
1. Fixed insurance sales; as of 10/11/2019; less than 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, 104 Middle Street, LLC, an entity created for the purpose of buying and managing commercial real estate at 104 Middle St., Hadley, MA 01035, as of 10/01/2020; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Elected official, Select Board Member for the Town of Hadley; Located at 100 Middle Street, Hadley MA, as of 5/17/2022; 2% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Co-Owner of rental property located in Holyoke, MA, as of 09/01/2022; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-28 |
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