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394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-05-04 |
Branch Locations
394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longhorn Holdings | Chelmsford | MA | 09/2005 | Present |
| Innovative Advisory Group, Llc | Lexington | MA | 03/2021 | Present |
Independent Insurance Producer in the Commonwealth of Massachusetts (Insurance License #: 8426024)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
| S66 | Uniform Combined State Law Examination | 2004-09-23 |
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