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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-08-17 |
| MA | RA | APPROVED | 2018-05-07 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston University | Boston | MA | 03/2006 | Present |
| Kenneth Dean, Cpa, Mst | Bedford | NH | 10/1999 | Present |
| Peak Financial Management Inc. | Waltham | MA | 01/2016 | 05/2017 |
| Lpl Financial Llc | Boston | MA | 03/2018 | 11/2024 |
| Winthrop Advisory Group Llc | Boston | MA | 08/2018 | Present |
04/20/2018 - Kenneth Dean CPA - Tax Prep/Accounting/CPA - investment related - at reported business location(s) - start: 04/2018 - 10 hr/mth - 1hr/day
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-15 |
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