Form MA/A UniBank Fiscal Advisory

  
    MA/A
    
      
        0001614144
        XXXXXXXX
      
      
        Derek Boughner
        5088494244
      
      [email protected]
      
        [email protected]
      
    
  
  
    UniBank Fiscal Advisory Services, Inc.
    04-3477364
    
      
        866-00328-00
      
      
        
          867-00325
        
      
    
    
      
        
          49 CHURCH STREET
          WHITINSVILLE
          MA
          01588
        
      
      508-234-8112
    
    
      
        
          Add
        
        
          
            
              100 Cambridge Street
              Boston
              MA
              02114
            
          
          800-678-1635
        
      
      
        
          Add
        
        
          
            
              903 Main Street
              Manchester
              CT
              06040
            
          
          508-769-7363
        
      
    
    N
    www.ufasi.com
    
      
        Jay
        Elwood
        Esche
      
      
        
      
      

        
          12 Chestnut Oak Lane
          Dawsonville
          2Q
          30534
        
      
      706-974-7979
      [email protected]
    
    
      
        Margaret
        Anne
        MacLean
      
      

        
          49 Church Street
          Whitinsville
          MA
          01588
        
      
      508-849-4225
      508-234-1938
      [email protected]
    
    
      
        UniBank for Savings
        N
      
    
    
      
        
          
        
      
    
    December
    
      MA
    
    07-23-1999
    N
    8
    8
    0
    0
    0
    310
    
      
        Municipal Entities
      
    
    0
    0
    0
    
      
        Not Applicable
      
    
    
      
        Hourly Charges
        Fixed Fees
        Contingent Fees
      
    
    
      
        Not Applicable
      
    
    
      
        Advice Insurance Of MS
        Advice Investment Of Proceeds MS
        Advice ME Investments
        Advice On Selection
        Other
      
      Advice regarding internal management of debt, capital planning, rating strategy, debt capacity, etc.
    
    N
    
      Banking/Thrift institution
      Lawyer or law firm
    
    4
    
      
        
          Add
        
        
          Lawyer or law firm
        
        Timothy Pius Wickstrom
        Timothy Pius Wickstrom
        
          Y
          N
          N
        
      
      
        
          Add
        
        
          Lawyer or law firm
        
        Robert Alan Bernstein
        Robert Alan Bernstein
        
          Y
          N
          N
        
      
      
        
          Add
        
        
          Banking/Thrift institution
        
        Kathleen Dorothy Salmon-Robinson
        UniBank for Savings
        
          Y
          Y
          N
        
      
      
        
          Add
        
        
          Banking/Thrift institution
        
        Christopher Dean Foley
        Christopher Foley
        
          Y
          Y
          N
        
      
    
    
      Y
      N
      N
      N
      N
      N
      N
      N
      N
      N
      Y
      N
      N
      N
    
    UFS Bancorp is a mutual holding company and therefore has no 25% or greater owners.
    
      
        N
        N
        N
        N
      
      
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
        N
      
      
        N
        N
        N
        N
      
    
    Y
    Y
    
      
        
          UniBank for Savings
          N
          
            
          
          04-1927940
          
            Shareholder
            07-23-1999
            E
            Y
          
        
      
      
        
          
            Timothy
            Pius
            Wickstrom
          
          
            Director
            07-23-1999
            NA
            Y
            000000000
          
        
        
          
            Robert
            Alan
            Bernstein
          
          
            Director
            07-31-2007
            NA
            Y
            000000000
          
        
        
          
            Kathleen
            Dorothy
            Salmon-Robinson
          
          
            Director
            02-27-2018
            NA
            Y
            000000000
          
        
        
          
            Jay
            nmn
            Esche
          
          
            Chief Compliance Officier
            10-22-2018
            NA
            N
            000000000
          
        
        
          
            Christopher
            Dean
            Foley
          
          
            Treasurer and Clerk
            07-14-2020
            NA
            Y
            000000000
          
        
      
    
    
      
        
          UniBank for Savings
          
            UFS Bancorp
            N
            04-3402244
            
              
            
            
              Corporation
              01-01-1998
              E
              Y
            
          
        
      
    
    
      
        
          
            UniBank for Savings
            N
            
              
            
            04-1927940
            
              Shareholder
              07-23-1999
              E
              Y
            
          
        
      
      
        
          
            Amend
          
          
            
              Timothy
              Pius
              Wickstrom
            
            
              Director
              07-23-1999
              NA
              N
              000000000
            
          
        
        
          
            Amend
          
          
            
              Robert
              Alan
              Bernstein
            
            
              Director
              07-31-2007
              NA
              N
              000000000
            
          
        
        
          
            Amend
          
          
            
              Kathleen
              Dorothy
              Salmon-Robinson
            
            
              Director
              02-27-2018
              NA
              N
              000000000
            
          
        
        
          
            
              Jay
              nmn
              Esche
            
            
              Chief Compliance Officier
              10-22-2018
              NA
              N
              000000000
            
          
        
        
          
            Amend
          
          
            
              Christopher
              Dean
              Foley
            
            
              President
              07-14-2020
              NA
              Y
              000000000
            
          
        
        
          
            NewAdd
          
          
            
              Nobo
              nmn
              Sircar
            
            
              Treasurer and Clerk
              04-05-2022
              NA
              N
              000000000
            
          
        
      
      
        
          
            UniBank for Savings
            
              UFS Bancorp
              N
              04-3402244
              
                
              
              
                Corporation
                01-01-1998
                E
                Y
              
            
          
        
      
    
    
      
        Derek Boughner
        Derek Boughner
        Fiscal Advisor
        04-05-2022
      
    
    
      N
      N
      N
      N
      N
      Y
      N
      Y
      N
      N
      N
      N
      Y
      N
      N
      N
      N
      N
      Y
      N
      N
    
  

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