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858 Washington Street Suite 100, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-06 |
| MA | RA | APPROVED | 2016-01-27 |
Branch Locations
858 Washington Street Suite 100, Dedham, MA 02026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Retirement Advisors, Llc | Salem | NH | 12/2015 | Present |
| Beck Bode Wealth Management, Llc | Dedham | MA | 01/2016 | Present |
| Compass Rose Private Investment Management | Portsmouth | NH | 01/2023 | Present |
Beck Bode Wealth Management, LLC is a part owner of Boston Retirement Advisors, LLC ("BRA"), a registered investment adviser. Clients of Beck Bode Wealth Management, LLC are generally not referred to BRA for advisory services, nor are clients of BRA normally referred to Beck Bode Wealth Management, LLC. However, there may be rare occasions where clients of one entity are referred to the other if the services of the other entity appear to better serve the client's, or prospective client's, needs. In such case no referral fees are paid by either entity but Beck Bode Wealth Management, LLC, would have a financial interest in the person becoming a client of the other entity. Consequently, a conflict of interest exists when such a referral is made.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
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