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86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| MA | RA | APPROVED | 2015-09-09 |
Branch Locations
167 Washington Street, Norwell, MA 02061 • United States
86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States
167 Washington Street Office 14, Norwell, MA 02061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-07-28 |
Branch Locations
167 Washington Street Office 14, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essential Asset Management, Llc | Norwell | MA | 07/2015 | Present |
| Bay Colony Advisors | Norwell | MA | 09/2015 | Present |
1. Independent Insurance Agent, of Essential Asset Management, LLC 15 hrs/month 2. Essential Asset Management, LLC ("EAM"), Investment -Related, Reported Location, Registered Investment Advisor, Investment Advisor Representative, 05/2015, Hours in conjunction with Bay Colony Advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-15 |
| S66 | Uniform Combined State Law Examination | 2003-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-31 |
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