Jeremy Michael Hartman

Current Employers

Hartman, Jeremy

Hopkinton, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2010-06-18

MA RA
APPROVED

Since 2010-06-18

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Sole Proprietor	Framingham	MA	02/2008	Present

02/2008 → Present

Sole Proprietor

Framingham, MA

Other Businesses

INCOME TAX PREPARER. NON-INVESTMENT RELATED. BUSINESS ADDRESS IS 3 STALKER LANE FRAMINGHAM, MA 01702. POSITION IS SOLE-PROPRIETOR. BUSINESS BEGAN IN 2001. APPROXIMATE HOURS IS 30-40 HOURS PER WEEK IN JANUARY THROUGH APRIL. DUTIES INCLUDE PERSONAL INCOME TAX PREPARATION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-06-21
S63	Uniform Securities Agent State Law Examination	1998-02-26

S66 Uniform Combined State Law Examination

2007-06-21
S63 Uniform Securities Agent State Law Examination

1998-02-26