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20 Park Avenue Ste #201, Worcester, MA 01605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-10 |
Branch Locations
20 Park Avenue Ste #201, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Boston | MA | 09/2024 | 11/2025 |
| Mml Investors Services, Llc | Boston | MA | 10/2024 | 11/2025 |
| Lpl Financial | Boston | MA | 05/2023 | 12/2023 |
| Bryant University | Smithfield | RI | 05/2020 | 09/2024 |
| Strategic Retirement Partners | Providence | RI | 06/2023 | 08/2023 |
| Lincoln Sudbury High School | Sudbury | MA | 09/2016 | 09/2020 |
| Ephraim Curtis Middle School | Sudbury | MA | 09/2014 | 09/2016 |
| Carr Financial Group | Worcester | MA | 11/2025 | Present |
(1.) NAME OF OBA: LIFE INSURANCE SALES; ADDRESS OF OBA: BOLTON, MA 01740; NATURE: SALE OF FIXED LIFE INSURANCE PRODUCTS, INCLUDING THE SOLICITATION, DISCUSSION, AND PLACEMENT OF INSURANCE POLICIES AS PART OF INSURANCE PRODUCER ACTIVITIES; INVESTMENT-RELATED: YES; TITLE WITH OBA: LICENSED INSURANCE PRODUCER; DUTIES: SOLICITATION AND SALE OF FIXED LIFE INSURANCE PRODUCTS, INCLUDING DISCUSSING PRODUCT FEATURES, COMPLETING APPLICATIONS, AND ASSISTING WITH POLICY DELIVERY. NO SECURITIES-RELATED ACTIVITIES OR INVESTMENT ADVISORY SERVICES ARE INVOLVED; START DATE: 07/10/2024; APPROX. NUMBER OF HOURS/MONTH: 0-1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: GRAZIANO FERRANTE LLC; ADDRESS OF OBA: BOLTON, MA 01740; NATURE: CO-OWNER AND MEMBER OF AN LLC ENGAGED IN THE PURCHASE, DEVELOPMENT, CONSTRUCTION, OWNERSHIP, MANAGEMENT, AND SALE OF REAL PROPERTY, WITH MINIMAL INVOLVEMENT IN DAY-TO-DAY OPERATIONS; INVESTMENT-RELATED: NO; TITLE WITH OBA: CO-OWNER/MEMBER; DUTIES: SHARED OVERSIGHT OF PROPERTY OPERATIONS AND MINOR ADMINISTRATIVE TASKS; START DATE: 01/01/2026; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-20 |
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