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13 Water Street Suite 302, Holliston, MA 01746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
| MA | RA | APPROVED | 2022-02-23 |
Branch Locations
13 Water Street Suite 302, Holliston, MA 01746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Capital Management, Inc. | Providence | RI | 10/2015 | 06/2019 |
| Finivi | Westborough | MA | 11/2019 | 06/2021 |
| Unemployed | Westborough | MA | 06/2019 | 11/2019 |
| Meridian Financial | Holliston | MA | 12/2021 | Present |
| Unemployed | Dartmouth | MA | 06/2021 | 11/2021 |
(1.) NAME OF OBA: MARONITE SERVANTS OF CHRIST THE LIGHT; ADDRESS OF OBA: DARTMOUTH, MA 02747; NATURE: RELIGION; INVESTMENT RELATED: NO; TITLE WITH OBA: ADVISORY BOARD MEMBER; DUTIES: ADVISE NUNS ON FINANCIAL MATTERS; START DATE: 01/018/2025; APPROX. NUMBER OF HOURS/MONTH: 3 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2.) NAME OF OBA: OUR LADY OF PURGATORY; ADDRESS OF OBA: NEW BEDFORD, MA 02745; NATURE: CHURCH; INVESTMENT RELATED: NO; TITLE WITH OBA: FINANCE COUNCIL MEMBER; DUTIES: ADVISE ON CHURCH FINANCIAL MATTERS; START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (3.) NAME OF OBA: ST. JOSEPH SODALITY NEW BEDFORD; ADDRESS OF OBA: NEW BEDFORD, MA; NATURE: RELIGIOUS; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE PRESIDENT; DUTIES: COORDINATE SPIRITUAL AND DINING EVENTS START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
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