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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2003 | 05/2017 |
| Gps Financial Management, Inc. | Westborough | MA | 07/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Westborough | MA | 06/2017 | 06/2024 |
| Sean Mccann | Fayville | MA | 12/2017 | Present |
| Raymond James Financial Services, Inc. | Westborough | MA | 05/2017 | 06/2024 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
(1) Non-Variable Insurance Sales; Investment Related; 45 Lyman St., Suite 14, Westborough, MA, 01581, United States Activity Type; Non-variable Insurance; Insurance Agent;12/01/2017; Hours per month-: 0-1 Hours per month during trading hours: 0-1; Sales and service of Non-Variable Insurance and annuity products. (2) Boston Harbor Wealth Advisors; Investment Related; 45 Lyman St Ste 14, Westborough, MA, 01581-2657; Support Company - Non Owner; Independent Contractor; 01/01/2019; Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CFP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-31 |
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