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500 E. Washington St, #23, North Attleboro, MA 02760 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
500 E. Washington St, #23, North Attleboro, MA 02760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proactive Financial Solutions 360, Llc | North Attleboro | MA | 09/2021 | 03/2022 |
| Proactive Financial Solutions 360, Llc | North Attleboro | MA | 03/2022 | 09/2024 |
| All Star Staffing, Llc | Boston | MA | 10/2017 | Present |
| Vannak Sao, Sole Proprietor | Boston | MA | 09/2012 | 09/2017 |
| Pfs Tax, Inc. | N. Attleboro | MA | 05/2022 | Present |
| Proactive Financial Solutions 360, Llc | North Attleboro | MA | 07/2026 | Present |
1) ALL STAR STAFFING, LLC; NOT INVESTMENT RELATED; STAFFING MANAGER AND DATABASE ADMINISTRATOR; BOSTON, MA; START DATE 10/2017; APPROXIMATELY 5% OF TIME. 2) PFS TAX, INC.; NOT INV REL; FIRM ADMINISTRATOR; N. ATTLEBORO, MA; START 05/2022; PROVIDE ADMINSITRATIVE ASSISTANCE FOR THE BUSINESS; 80 HRS/MO; 3 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-16 |
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