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303 Canal Street, Lawrence, MA 01840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-30 |
| MA | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Llc | Newton | MA | 09/2016 | 02/2017 |
| Sapers & Wallack, Inc. / Lion Street Advisors, Llc | Newton | MA | 08/2016 | 10/2017 |
| Bainco International Investors, Llc | Boston | MA | 11/2017 | 08/2018 |
| Unemployed | N/A | XX | 08/2018 | 04/2019 |
| Lcw-Cpa'S, Inc. | Lawrence | MA | 04/2019 | Present |
| Lcw Planning And Investments, Llc | Lawrence | MA | 09/2025 | Present |
1) LCW-CPA'S, INC.; NOT INVESTMENT-RELATED; LAWRENCE, MA 01840; CPA FIRM; PRESIDENT; 4/29/2019; 160 HOURS PER MONTH; 100 DURING TRADING HOURS; MANAGE AND OVERSEE ALL OPERATIONS 2) LCW ADVISORY AND CONSULTING, LLC; NOT INVESTMENT-RELATED; LAWRENCE MA 01840; CONSULTING AND ADVISORY; OWNER; 8/12/2025; 20 HOURS PER MONTH; 0 DURING TRADING HOURS; OVERSEE DAY TO DAY OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-01 |
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