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105R Depot Street Suite 5, South Easton, MA 02375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-14 |
| MA | RA | APPROVED | 2015-09-29 |
Branch Locations
105R Depot Street Suite 5, South Easton, MA 02375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Oak Capital Partners, Llc | South Easton | MA | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
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