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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-01-12 |
| MA | RA | APPROVED | 2021-07-13 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Pension Group, Inc. | Lexington | MA | 02/2016 | 01/2019 |
| Greenleaf Advisors Llc | Red Bank | NJ | 01/2019 | 06/2021 |
| Mayflower Advisors | Boston | MA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-17 |
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