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4 Brook Street Suite 19, Scituate, MA 02066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-01-09 |
| MA | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 05/2017 | 01/2023 |
| Criteo S.A. | Boston | MA | 04/2016 | 05/2017 |
| Bank Of America, N.A. | Boston | MA | 11/2017 | 01/2023 |
| Parkmount Financial Partners Llc | Scituate | MA | 01/2023 | Present |
Joseph Boughan; Non-Investment Related; 560 Country Way, Scituate, MA 02066; Insurance Sales; Licensed Insurance Agent; 03/29/2017; Offer term insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
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