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540 Main Street Suite 14, Hyannis, MA 02601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Inc. | Hyannis | MA | 02/2011 | 09/2023 |
| Osaic Institutions, Inc. | Marstons Mills | MA | 09/2023 | 04/2026 |
| Beacon Financial Planning, Inc. | Hyannis | MA | 07/2026 | Present |
1) Licensed insurance agent; Not investment-related; 540 Main Street, Suite 14, Hyannis, MA, 02601; License maintained for insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours. 2) Sunapeek; Not investment-related; New London, NH. 03257; Rental Property; Property Owner; 10/11/2024; 4 hours per month; 0 during trading hours; Own the property and approve or deny rental inquiries
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-28 |
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