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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-06-28 |
Branch Locations
352 Park St Ste 201, North Reading, MA 01864-2156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpa | Reading | MA | 10/1991 | Present |
| Lpl Financial | North Reading | MA | 02/2013 | Present |
| Pinnacle Private Wealth, Llc | Woburn | MA | 05/2017 | 01/2019 |
1)2/13/13-DBA ONLY/ OSBORN FINANCIAL GROUP/100%/N.READING, MA 2) 01/12/2022 - Judith Osborn CPA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 1/12/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2004-01-07 |
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