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Scituate, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2004-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clk Financial, Inc. | Scituate | MA | 08/2003 | Present |
| Knightsbridge Advisors, Inc. | Scituate | MA | 08/2003 | Present |
PRESIDENT OF CLK FINANCIAL, INC., A COMPANY PROVIDING FINANCIAL CONSULTING SERVICES TO INDIVIDUALS. SERVICES INCLUDE THE FOLLOWING: INCOME TAX PLANNING, TAX RETURN PREPARATION, ESTATE PLANNING, FINANCIAL STATEMENT PREPARATION/ANALYSIS AND RISK MANAGEMENT. I DEVOTE ROUGHLY 50% OF MY TIME TO KNIGHTSBRIDGE ADVISORS, INC. AND 50% OF MY TIME TO CLK FINANCIAL, INC. THERE ARE SEVERAL SUPPORT STAFF AT CLK FINANCIAL, INC. TO HELP PROVIDE THESE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-28 |
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