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Greensboro, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-07-24 |
Branch Locations
Greensboro, NC • United States
One Pleasure Island Road Suite 2B, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernard L. Donohue, Iii, Cpa | Woburn | MA | 09/2002 | Present |
| Cssc Investment Advisory Services Inc. | Woburn | MA | 07/2003 | 07/2018 |
| Cssc Brokerage Services, Inc. | Woburn | MA | 03/2007 | 07/2018 |
| Donohue Consulting Group, Inc | Woburn | MA | 12/2003 | Present |
| Envision Financial Transparency, Llc | Greensboro | NC | 07/2018 | Present |
| Cssc Insurance Services, Inc. | Troy | MI | 06/2003 | 07/2018 |
Bernard Donohue III, CPA, non-investment related, 8 Cedar Street Suite 62 Woburn MA 01801, provision of auditing, accounting, tax and business consulting services, owner, 12/1/97, 136 hrs/month, responsible for overseeing provision of auditing, accounting, tax and business consulting services. Also, responsible for administrative and finance functions within the organization; Donohue Consulting Group, Inc., investment related, 8 Cedar Street Suite 62 Woburn MA 01801, financial services, owner, 12/23/03, managerial and servicing clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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