0001614144-26-000003.txt : 20260513
0001614144-26-000003.hdr.sgml : 20260513
20260513093336
ACCESSION NUMBER: 0001614144-26-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: KAUFFMAN,ALEXANDER,ROBERT,
FILED AS OF DATE: 20260512
DATE AS OF CHANGE: 20260513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: UniBank Fiscal Advisory Services, Inc.
CENTRAL INDEX KEY: 0001614144
ORGANIZATION NAME:
EIN: 043477364
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02164
FILM NUMBER: 26971344
BUSINESS ADDRESS:
STREET 1: 49 CHURCH STREET
CITY: WHITINSVILLE
STATE: MA
ZIP: 01588
BUSINESS PHONE: 508-234-8112
MAIL ADDRESS:
STREET 1: 49 CHURCH STREET
CITY: WHITINSVILLE
STATE: MA
ZIP: 01588
MA-I/A
1
primary_doc.xml
MA-I/A
0001614144
XXXXXXXX
Aaron Castillo
973-618-9506
acastillo@alternativereg.com
ufasi@unibank.com
margaret.maclean@unibank.com
alexander.kauffman@unibank.com
N
0001614144-25-000004
N
Alexander
Robert
Kauffman
N
1
0001614144
UniBank Fiscal Advisory Services, Inc.
03-27-2023
N
867-00325
LOCATED
SUPERVISED
03-27-2023
49 CHURCH STREET
WHITINSVILLE
MA
01588
03-2023
UniBank Fiscal Advisory Services, Inc.
WHITINSVILLE
MA
01588
Y
N
Senior Fiscal Advisory Associate
04-2022
02-2023
Paul-McCoy Family Office Services
BOSTON
MA
02116
N
N
Associate
09-2021
03-2022
Unibank Fiscal Advisory Services, Inc.
WHITINSVILLE
MA
01588
Y
N
Fiscal Advisor Associate
06-2021
08-2021
Gordon College Academic Success Center
WENHAM
MA
01984
N
N
Economics & STEM Lead Tutor
08-2017
05-2021
Gordon College
WENHAM
MA
01984
N
N
Full-Time Education
07-2017
07-2017
Unemployed
WETHERSFIELD
CT
06109
N
N
Unemployed
08-2013
06-2017
Wethersfield High School
WETHERSFIELD
CT
06109
N
N
Full Time Education
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
05-12-2026
Kimberly McManus
President, Alternative Regulatory Solutions, LLC