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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-04-12 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ages Financial Services, Ltd. | Reading | MA | 04/2016 | 09/2024 |
| Trust Advisory Group, Ltd. | Reading | MA | 04/2016 | Present |
| Primary Wealth Care Providers | Arlington | MA | 07/2021 | Present |
| Stonex Securities Inc | Arlington | MA | 09/2024 | Present |
1) Primary Wealth Care Providers, LLC; Investment related; 71 Hibbert Street, Arlington, MA 02476; I act as a financial advisor, working through my broker-dealer; Owner/manager of LLC; 04/01/2016; 200 hrs/month, 20-25 hrs/month during trading hours; retirement planning, investment strategy & advice, annuity sales 2) Fixed Insurance Sales - 71 Hibbert St, Arlington, MA 02476 Nature of Business: Sale of fixed insurance products Investment Related: Yes Business Position: Independent Insurance Agent Business Duties: The sale of fixed insurance products. Business Start Date: 6/30/2025 Approximately 5 hours spent on this OBA monthly with 5 during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
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