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245 Main Street Suite 205, Wareham, MA 02571 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-30 |
Branch Locations
245 Main Street Suite 205, Wareham, MA 02571 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Marshfield | MA | 01/2018 | 05/2018 |
| Mml Investors Services, Llc | Marshfield | MA | 03/2018 | 05/2018 |
| American Income Life | Mansfield | MA | 01/2017 | 12/2017 |
| Brewster Ambulance | Weymouth | MA | 06/2015 | 11/2021 |
| Pruco Securities, Llc. | Wareham | MA | 02/2019 | 07/2023 |
| Prudential Financial Planning Services | Wareham | MA | 01/2022 | 07/2023 |
| Mml Investors Services, Llc | Wareham | MA | 09/2023 | 12/2024 |
| Massmutual Life Insurance Company | Wareham | MA | 08/2023 | 05/2025 |
| Town Of Halifax Fire Department | Halifax | MA | 05/2023 | 04/2024 |
| Marion Fire/Ems | Marion | MA | 07/2021 | 10/2025 |
| Coastal Medical Transportation Systems (Cmts), Inc | Hyannis | MA | 09/2024 | 03/2025 |
| Sterlingshire Investments | Wareham | MA | 01/2025 | 05/2025 |
| Yellow Rose Realty, Llc | Wareham | MA | 09/2023 | Present |
| Mgb | Hyde Park | MA | 01/2025 | Present |
| First Due Financial Llc | Wareham | MA | 04/2025 | Present |
| First Due Financial Llc | Wareham | MA | 02/2022 | Present |
| First Due Financial Llc | Wareham | MA | 08/2023 | Present |
| Town Of East Bridewater Fire Department | East Bridewater | MA | 02/2026 | Present |
(1)Name: Yellow Rose Realty, LLC Inv rel: Y Add: At Residential Address Nature: Simple Rental Property Position: Managing Agent/Property Manager Start date: 09/01/2023 No. HR/MO: 4 No. HR/MO dur trading: 0 Describe duties: Booking/scheduling of vacation rentals. Handling service requests by tenants. Processing payments of security deposits and accounting. (2)Name: First Due Financial LLC Inv rel: Y Add: 245 Main St, Ste 205, Wareham, MA 02571 Nature: Outside Insurance Sales; Property and casualty Position: President Start date: 09/15/2023 No. HR/MO: 20 No. HR/MO dur trading: (3)Name: MGB Inv rel: N Add: HYDE PARK, MA 02738 Nature: First Responder Position: On-Call Firefighter/Paramedic Start date: 01/2025 No. HR/MO: 8 No. HR/MO dur trading: 0 (4)Name: Town of East Bridgewater Fire Department Inv rel: N Add: East Bridgewater, MA Nature: On-Call Firefighter/Paramedic Start date: 02/2026 No. HR/MO: 42 No. HR/MO dur trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-05 |
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