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18 Sewall Street, Marblehead, MA 01945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-21 |
Branch Locations
18 Sewall Street, Marblehead, MA 01945 • United States
1613 Chelsea Rd, San Marino, CA 91108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moody Aldrich Partners, Llc | Marblehead | MA | 06/2023 | Present |
| Belridge Capital Llc | Chicago | IL | 04/2016 | 12/2018 |
| Aps Labs, Llc | Chicago | IL | 12/2018 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-28 |
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