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Greensboro, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-07-24 |
Branch Locations
8 Essex Center Drive, Peabody, MA 01960 • United States
Greensboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maclean, Holloway, Doherty, Adrfiff & Sheehan, P.C. | Peabody | MA | 10/1997 | Present |
| Cssc Investment Advisory Services | Peabody | MA | 06/1999 | 07/2018 |
| Cssc Brokerage Services, Inc. | Peabody | MA | 03/2007 | 07/2018 |
| Envision Financial Transparency, Llc | Greensboro | NC | 07/2018 | Present |
| Cssc Insurance Services, Inc. | Troy | MI | 06/1999 | 07/2018 |
Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., Non-Investment Related, 8 Essex Center Dr. Peabody MA 01960, Law Firm, Shareholder, 10/6/97, 128 Hrs/Month, Practice Law; Oak Knoll Consulting Services, LLC, Investment Related, 8 Essex Center Drive Peabody MA 01960, Financial Services, Owner, 8/23/04, Managerial and Servicing Clients; Daniel W. Doherty, Non-Investment Related, 2 Bridle Spur Rd Danvers Ma 01923, Fiduciary Services, Owner, 10/1/99, 32 Hrs/Month, Trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-20 |
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