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1400 Computer Drive, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-03-19 |
| TX | RA | APPROVED | 2018-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 12/2001 | 03/2018 |
| Finivi Inc. | Westborough | MA | 03/2018 | Present |
| Triad Advisors | Norcross | GA | 03/2018 | 03/2020 |
| Signator Investors, Inc. | Westborough | MA | 02/1987 | 03/2018 |
1)Eric Jansen dba AspenCross Insurance Agency;investment related;1400 Computer Drive,Westborough,MA 01581;insurance brokerage;owner;6/2001;10 hrs/month;.5 hrs during trading;administrative duties,insurance broker-fixed insurance products,life,disability,ltc,etc 2)EC Jansen Investment Holdings LLC;investment related;5 Milldam Rd,Acton,MA 01720;self directed IRA;owner;4/9/2018;1 hr/month;less than 1 hr during trading;choosing investments for and managing my personal self directed IRA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-15 |
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