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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-22 |
| FL | RA | APPROVED | 2025-01-03 |
| RI | RA | APPROVED | 2025-01-03 |
| GA | RA | APPROVED | 2023-07-05 |
| CT | RA | APPROVED | 2023-07-03 |
| ME | RA | APPROVED | 2023-07-03 |
| MA | RA | APPROVED | 2022-12-08 |
| NH | RA | APPROVED | 2022-12-05 |
| NC | RA | APPROVED | 2022-12-05 |
Branch Locations
255 Park Ave. Suite 1000, Worcester, MA 01609 • United States
7 Central Street Unit 222, Arlington, MA 01609 • United States
6020 East Fulton, Ada, MI 49301 • USA
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 08/2005 | 12/2022 |
| Ameritas Investment Corp | Lincoln | NE | 08/2005 | 12/2022 |
| Financial Consulting Group | Watertwon | MA | 09/2004 | 04/2017 |
| Arlex Insurance, Inc. | Arlington | MA | 12/2010 | 03/2024 |
| Arlex Wealth Management | Arlington | MA | 03/2014 | 03/2024 |
| Star Market | Boston | MA | 07/2018 | 10/2020 |
| Star Market | Boston | MA | 11/2021 | 05/2025 |
| Usa Financial Securities | Ada | MI | 12/2022 | Present |
| Financial Resource Partners Of New England | Arlington | MA | 03/2024 | Present |
1) ARLEX WEALTH MANAGEMENT LLC, DBA FINANCIAL RESOURCE PARTNERS OF NEW ENGLAND - 7 CENTRAL STREET UNIT 147 ARLINGTON, MA 02476 & 255 PARK AVE SUITE 1000, WORCHESTER MA 01609. START DATE 06/2006. PRESIDENT, OWNER AND IN CHARGE OF SALES AND ALL OPERATIONS. SALES OF FIXED INSURANCE POLICIES. SERVICING PAST POLICIES. NOT INVESTMENT RELATED. 40 HOURS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) STAR MARKET - 90 CAUSEWAY ST. BOSTON, MA 02114. START DATE 12/2022. PART TIME KEY HOLDER. RUN THE STORE AND RESPONSIBLE FOR ACTIVITES WITHIN THE STORE. NOT INVESTMENT RELATED. 0 HOURS PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-28 |
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