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105R Depot Street Suite 5, South Easton, MA 02375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-02-11 |
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 Tax Planning, Inc (Fka Mdm Financial Solutions, Inc) | Brockton | MA | 06/2005 | Present |
| Great Oak Capital Partners, Llc | South Easton | MA | 02/2019 | Present |
President of Great Oak Tax Planning, Inc (fka MDM Financial Solutions, Inc), which is a tax preparation firm. This position is non-investment related and is primarily seasonal (January - April).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-30 |
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