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47 Eliot Street, Natick, MA 01760 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Canton | MA | 12/2003 | Present |
| David Y. Rhee, Ea | Canto | MA | 04/2006 | Present |
| Sws Financial Services | Natick | MA | 03/2007 | Present |
| Rheeco, Inc. | Natick | MA | 05/2020 | Present |
1) DAVID Y RHEE & COMPANY; NOT INVESTMENT-RELATED: NATICK, MA 01760; BUSINESS: TAX PREPERATION; OWNER; START DATE: 01/01/2005; TAX PREPERATION AND PLANNING SERVICES; AMOUNT OF TIME DEVOTED DURING BUSINESS HOURS: 3-4 HRS DURING TAX SEASON (FEB. TO APR.); NON-BUSINESS HOURS DEVOTED TO ACTIVITY: 2-4 HOURS DURING TAX SEASON. 2)HOPE FOR CHILDREN OF HAITI - BOARD DIRECTOR, TREASURER - OPERATION OF ORPHANAGE IN PORT OF PRINCE, HAITI - STARTED 01/01/15 - 10 HRS PER MONTH DURING NON-BSNSS HRS - ZERO HRS DURING BSNSS HRS - NO CONFLICTS OF INTEREST 3)ROTARY CLUB OF NATICK - BOARD OF DIRECTOR, TREASURER - CHARITABLE ENTITY FOCUSING ON LOCAL COMMUNITY CHARITABLE ACTIVITIES. - STARTED JULY 2014 - 4 HRS PER MONTH DURING BSNSS HRS - 10 HRS PER MONTH DURING NON-BSNSS HRS - NO CONFLICTS OF INTEREST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-12 |
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