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100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-06-29 |
Branch Locations
100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States
Medford, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hennessy Financial Services | Medford | MA | 10/2014 | Present |
| Mass General Hospital | Boston | MA | 06/2014 | 08/2017 |
| Stage Harbor Financial, Llc | Needham | MA | 06/2018 | Present |
| Stage Harbor Financial, Llc | Needham | MA | 02/2018 | 06/2018 |
Hennessy Financial Services - 59 Bowdoin Street Medford, MA 02155 - Owner-Financial Planning\occasional tax prep - 25 hrs a month Stage Harbor Financial, LLC - 197 First Ave., Suite 220, Needham, MA 02494 - Investment Advisor and Operational - 85% of time. Notary Public of Massachusetts
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