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Chester, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2023-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greylock Peak Investments, Llc | Bradford | VT | 09/2011 | 12/2020 |
| Whitney Peak Ventures, Llc | Montague | MA | 01/2011 | 05/2021 |
| Cm & Co, Llc | Chester | MA | 01/2005 | Present |
| Peak Financial Investing, Llc | Chester | MA | 01/2022 | Present |
| Peak Prosperity Llc | Chester | MA | 07/2008 | Present |
1. Peak Prosperity LLC; 13 Johnson Hill Rd., Chester MA 01011; Nature: Internet-based paid newsletter and membership-based resilience community; Start: 7/14/2008; CEO and sole owner; Duties: Key executive in charge of strategy and content creation; 20 hours spent on this activity. 2. CM & CO, LLC; 1024 Turnpike St, Canton, MA 02021; Nature: Commercial Cleaning Service Start: 1/2005; CEO; Duties: Key executive in charge of strategy and content creation; 10 hours spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-21 |
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