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100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-02-20 |
| TX | RA | APPROVED_RES | 2018-02-16 |
Branch Locations
100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston Securities Corporation | Wellesley | MA | 06/2000 | 02/2018 |
| Weston Financial Group, Inc. | Wellesley | MA | 06/2000 | 02/2018 |
| Stage Harbor Financial | Needham | MA | 02/2018 | Present |
1) GBH Partners LLC, 197 First Ave., Suite 220, Needham, Massachusetts 02494. Insurance Sales. Owner/Partner, Not Investment related, Time Spent 1% per month, Entity established to receive an assignment of commissions from sales activities including insurance products. GBH Partners LLC is not a licensed agency, no activity is done under GBH Partners. The activities and associated record keeping remains separate from Stage Harbor Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
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