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29 Crafts Street Suite 420, Newton, MA 02458 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-05-12 |
Branch Locations
29 Crafts Street Suite 420, Newton, MA 02458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Financial Strategists | Waltham | MA | 04/2015 | Present |
| Electron Processing Systems, L.L.C. | Lexington | MA | 08/2008 | Present |
1. ELECTRON PROCESSING SYSTEMS, L.L.C.; 2. BUSINESS IS NOT INVESTMENT RELATED; 3. 51 GLEASON ROAD, LEXINGTON, MA 02420; 4. SALE AND/OR LICENSE OF PATENTS RELATING TO THE STERILIZATION OF PLASTIC CONTAINERS OR GRAINS/POWDERS IN A FLUIDIZED BED USING ELECTRON BEAMS; 5. POSITION IS MANAGING PARTNER AND 44% OWNER; 6. 08/2008; 7. 8 HOUR/MO.; 8. 4 HOURS/MO DURING TRADING HOURS; AND 9. PARTICIPATE IN MARKETING PRESENTATIONS USING OUR PATENTS IN ELECTRON BEAM STERILIZATION TECHNOLOGY, MAKE OCCASIONAL CONTACTS REGARDING THE SALE OF EXISTING PATENTS, PERFORM ADMINISTRATIVE DUTIES, AND PARTICIPATE IN THE OCCASIONAL DEVELOPMENT OF NEW PATENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-05 |
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