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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 |
|---|---|---|---|---|
| 1St Global Capital Corp | Boston | MA | 11/2002 | 06/2018 |
| 1St Global Advisors, Inc | Boston | MA | 02/2003 | 06/2018 |
| 1St Global Insurance Services, Inc. | Boston | MA | 06/2007 | 06/2018 |
| Briggs Advisory Group, Inc | Boston | MA | 03/2018 | 10/2022 |
| Sanderson, Logan & Bechok, Pc | Belmont | MA | 11/1996 | Present |
| Slb Advisors, Llc | Belmont | MA | 07/2022 | Present |
1) 329 COLUMBUS AVENUE CONDO TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2000 ADDRESS: Boston MA, United States DESCRIPTION: Trustee duties 2) SLB REALTY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2001 ADDRESS: Belmont MA, United States DESCRIPTION: Trustee duties 3) NATURE OF BUSINESS: LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES, AGENT, AS OF 1/20/2005, 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 | 2003-02-03 |
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