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30 Turnpike Road Suite 3, Southborough, MA 01772 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-31 |
Branch Locations
2 Willow Street Suite 102, Southborough, MA 01745 • United States
30 Turnpike Road Suite 3, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middlesex Savings Bank | Westborough | MA | 10/2012 | 10/2021 |
| Bortolussi Wealth Management, Inc. | Southborough | MA | 11/2021 | Present |
| Fitts Insurance Agency, Inc. | Southborough | MA | 11/2021 | Present |
1) 11/2021 RELATIONSHIP MANAGER FOR FITTS INSURANCE AGENCY, INC. LOCATED IN SOUTHBOROUGH, MA. THIS TAKES UP LESS THAN 10% OF HER TIME 2) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. INSURANCE PRODUCTS PRIMARILY RECOMMENDED THROUGH FITTS INSURANCE AGENCY, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-31 |
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