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Princeton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arnot Realty Corporation | Horseheads | NY | 07/2018 | 05/2019 |
| Girder City Powersports, Inc. | Elmira | NY | 06/2007 | 04/2018 |
| Kbbc Holdings, Llc | Horseheads | NY | 03/2013 | Present |
| Trust Advisory Group, Ltd. | Woburn | MA | 05/2019 | 09/2019 |
| Cunningham & Associates, Llc | Worcester | MA | 09/2019 | Present |
| Vital Wealth Strategy, Llc | Princeton | MA | 06/2026 | Present |
1) Cunningham & Associates, LLC; Not investment-related; 218 Shrewsbury St, 202, Worcester, MA. 01604; Tax and Consulting services; Partner, Director of Operations; Oversee responsible managers and staff members working on all financial, estate planning, and M&A client projects; Approx. 50% of time during the month. 2) KBBC Holdings, LLC, not investment related; real estate rental and ownership; record keeping, financial analysis; less than 5% of time during the month. 3) BKJ Holdings, LLC; Not investment-related; real estate rental and ownership; record keeping, financial analysis; Less than 5% of time during the month. 4) Town of Princeton; Investment-related; 6 Town Hall Drive, Princeton, MA. 01541; Trustee; Review financial performance of town trust funds, allocate and approve distribution of funds pursuant to trust provisions; Less than 5% of time during the month. 5) YMCA of Central Massachusetts; Not investment-related; 766 Main St, 4th Floor, Worcester, MA. 01610; Audit Committee Member; Review annual financial statements, review annual CPA provided audit package, attend meetings with auditing firm; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-03 |
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