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222 South Street, Suite 103, Pittsfield, MA 01201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2005-03-23 |
Branch Locations
222 South Street, Suite 103, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herrick-Rose, Inc. | Pittsfield | MA | 08/1998 | Present |
THE PRIMARY FUNCTION OF HERRICK-ROSE, INC., MY WHOLELY-OWNED COMPANY, IS TAX PLANNING AND PREPARATION. THIS IS THE FULL-TIME ENDEAVOR OF MY FIRM. MY CFP-LICENSEE DESIGNATION ALLOWS QUALIFIED DISCUSSION AND ASSISTANCE IN RETIREMENT AND INVESTMENT PLANNING ASSOCIATED WITH TAX CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-07 |
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