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69 Trapelo Road, Belmont, MA 02478-4448 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanderson, Logan & Bechok, Pc | Belmont | MA | 11/1996 | 12/2021 |
| 1St Global Capital Corp | Boston | MA | 11/2002 | 10/2019 |
| 1St Global Advisors, Inc. | Boston | MA | 01/2003 | 10/2019 |
| 1St Global Insurance Services | Boston | MA | 06/2007 | 10/2019 |
| Briggs Advisory Group, Inc. | Boston | MA | 01/2020 | 10/2022 |
| Slb Advisors, Llc | Belmont | MA | 07/2022 | Present |
| Sanderson, Logan & Bechok, Pc | Belmont | MA | 01/2022 | Present |
1) SLB REALTY TRUST; BELMONT, MA; NON INVESTMENT RELATED; TRUSTEE; 33 1/3% OWNER; 1/01; 2 HRS/MTH; BOOKKEEPING AND OTHER ADMINISTRATIVE FUNCTIONS. 2) ANGEL TRUST: POSITION: TRUSTEE; NATURE: TRUST INVESTMENT RELATED: YES; NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/26/1997 ADDRESS: BELMONT, MA; DUTIES: NONE AT THIS TIME. 3) SANDERSON, LOGAN & BECHOK, PC: ACCOUNTING FIRM; POSITION: CPA: NON-INVESTMENT RELATED: BELMONT, MA; 07/1988 TO PRESENT; 160 HOURS PER MONTH, MOST OF WHICH ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PREPARATION OF TAX RETURNS, FINANCIAL STATEMENTS, AUDITING, ETC. 4) NATURE OF BUSINESS: LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES, AGENT, AS OF 1/6/2004, DESCRIPTION OF DUTIES: INSURANCE PLANNING, ANALYSIS, IMPLEMENTATION AND REVIEW NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-10 |
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