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603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-06 |
| NJ | RA | APPROVED | 2016-03-24 |
| MA | RA | APPROVED | 2016-03-23 |
Branch Locations
603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 11/2009 | Present |
| Strengthening Families And Communities, Llc | Boston | MA | 02/2016 | Present |
| Hoopoe Capital Markets, Llc | Boston | MA | 12/2018 | Present |
(1)11/2016: Strengthening Families & Communities, LLC, (dba Hoopoe Advisors) Co-Founder, CCO , Investment Adviser Representative - at reported location. Approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (2) Frio Freight; Owner/Member; Non Investment Related; Location: 6542 Selby Court Centerville VA 20121; Description of the business: I am the owner of one truck that is operated by Barre Transport. I spend less than one hour per week on this activity. I collect passive income; Responsibilities Duties: Review reports and give feedback; Start date: 2024-08-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-01 |
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