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Advisor at BERKSHIRE MONEY MANAGEMENT, INC.
DALTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BERKSHIRE MONEY MANAGEMENT, INC. | Independent wealth | Aug 6, 2025 | n/a | yes | DALTON, MA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Oct 20, 2021 | Jun 27, 2025 | no | LUDLOW, MA|West Springfield, MA|LUDLOW, MA|Wilbraham, MA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jul 28, 2015 | May 18, 2018 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | BERKSHIRE MONEY MANAGEMENT, INC. | Jun 27, 2025 | Aug 6, 2025 | 40 | Firm change | Ibd to RIA |