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Grove Street Fiduciary, LLC CRD 107703
$413M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 Grove Street Suite 240, Peterborough, NH 03458-0396 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-30 |
| NH | RA | APPROVED | 2005-02-04 |
Branch Locations
20 Grove Street Suite 240, Peterborough, NH 03458-0396 • 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 |
|---|---|---|---|---|
| United States Navy | Norfolk | VA | 05/1992 | 12/2017 |
| Grove Street Fiduciary, Llc | Peterborough | NH | 01/2016 | Present |
| United States Navy | Norfolk | VA | 01/2020 | Present |
20 GROVE STREET PARTNERS LLC, MANAGING MEMBER, APPROXIMATELY 5% OF TIME. U.S. GOVERNMENT (US NAVY RESERVES), APPROXIMATELY 5% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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