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Newton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2005-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Needham Investments | Needham | MA | 01/2001 | Present |
| Levine Caufield Martin & Goldberg Pc | Needham | MA | 08/2011 | Present |
1) BUSINESS NAME: LEVINE KATZ NANNIS & SOLOMON PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 52, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT |START DATE: 10/01/1985 END DATE 8/11/2011 2) BUSINESS NAME: BRUCE LEVINE | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INSURANCE |START DATE: 02/01/2000 3) BUSINESS NAME: FIRST NEEDHAM INVESTMENTS INC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 25, | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INVESTMENT ADVISORY |START DATE: 02/01/2000 4) BUSINESS NAME: 23 WILMINGTON LLC | HOURS PER MONTH: 1 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 12/01/2003 END DATE 12/31/2014 5) BUSINESS NAME: PANNAWAY REALTY ASSOCIATES | HOURS PER MONTH: 5 | NATURE OF BUSINESS: REAL ESTATE |START DATE: 09/01/1979 6)BUSINESS NAME: LEVINE,CAUFIELD,MARTIN & GOLDBERG PC | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 50, | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT | START DATE: 08/12,2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-10 |
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