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Cambridge, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weiss Financial Advisors, Llc | Cambridge | MA | 10/2014 | Present |
1). Co-Trustee of spouse's trust account; [investment related] 19A Berkeley Street, Cambridge, MA 02138. 2). Cambridge Community Foundation [CCF is a charity and tax-exempt organization]. 99 Bishop Allen Drive, Cambridge, MA 02139. Position held: Co-Chair of the Cambridge Community Foundation's Professional Advisors, Summer, 2024- Summer, 2027. Duties: Chairing 3 PAC meetings per year, 2hours per month 3). Beth El Temple Center [BETC is a religious organization and tax-exempt organization]. 2 Concord Avenue, Belmont, MA 02478. Position held: Co-Chair of the committee for Tikkun Olam, (Social Action Committee in English) and member of the Board of Directors of BETC, July 2024-2027 Duties: Chairing 9 monthly meetings per year on weekends, 2- 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-26 |
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
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