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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED | 2019-01-17 |
| MA | RA | APPROVED | 2016-02-29 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
One Orange Way B1S, Windsor, CT 06095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Foundations | Framingham | MA | 05/2011 | Present |
| Voya Financial Advisors, Inc. | Wellesley | MA | 01/2016 | Present |
| Madison House Wealth Management | Boston | MA | 10/2025 | Present |
| Madison House Wealth Management | Boston | MA | 10/2025 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1 GROVE ST; WELLESLEY; MA; 02482; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/27/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Matthew O'Brien CFP; Yes; 30 Braintree Hill Office Park - 3N; Braintree; MA; 02481; Financial Services/DBA; Matthew O'Brien CFP; 1/1/2021; 5; 5; Sale and Service Insurance, Securities and Investment Products| SNJ VENTURES INC. POSITION: President NATURE: LLC setup for business planning purposes. Payroll is run through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 15 Eastleigh Ln, Natick MA 01760, United States DESCRIPTION: use entity to provide payroll to administrative staff INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/27/2017 ADDRESS: 121 Seaport Blvd., 10th fl., Boston MA 02210, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS MADISON HOUSE WEALTH MANAGEMENT POSITION: Founder NATURE: financial planning and wealth management. we focus on retirement income planning and advice around stock-based compensation plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/31/2025 ADDRESS: 121 Seaport Blvd., 10th fl., Boston MA 02210, United States DESCRIPTION: i work directly with clients and oversee the overall strategy and direction of the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-29 |
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