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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-02 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 07/2008 | 11/2017 |
| Cantella & Co., Inc. | Boston | MA | 11/2017 | 08/2019 |
| Ascensus | Newton | MA | 09/2019 | Present |
Registrant receives rental income from real estate located in Laconia, NH starting July 2026. No hours are dedicated to this activity during Ascensus working hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-23 |
| S66 | Uniform Combined State Law Examination | 2005-06-15 |
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