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One International Place Suite 4520, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-05-17 |
Branch Locations
74 Elm Street, Danvers, MA 01923 • United States
One International Place Suite 4520, Boston, MA 02110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Point Wealth Advisors, Llc | Boston | MA | 05/2016 | Present |
NAME OF OBA: Elm Street Tax ADDRESS OF OBA: 100 Cummings Center #207-F, Beverly, MA 019153 NATURE: Tax/Accounting/Trust & Non-Profit Services INVESTMENT-RELATED: No RELATIONSHIP WITH OBA: Sole Owner (100%); DUTIES: Owner START DATE: 01/01/2025; NAME OF OBA: Elm Street Wealth ADDRESS OF OBA: NATURE: Referral Compensation Services INVESTMENT-RELATED: Yes RELATIONSHIP WITH OBA: Sole Owner (100%); DUTIES: Owner START DATE: 01/01/2025; NAME OF OBA: Danvers Rotary Trust NATURE: Endowment Committee INVESTMENT-RELATED: No RELATIONSHIP WITH OBA: Chair DUTIES: Vote/approve grant requests from Rotary Club START DATE: 01/01/2025;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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