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Shirley, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Professional Alliance, Inc. | Milford | MA | 02/2016 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2016 | 08/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2016 | 08/2017 |
| Lakeview Financial Planning, Inc. | Shirley | MA | 06/2017 | Present |
(1) 2018-PRESENT: 21-23-25 COTTAGE STREET, LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/PROPERTY OWNER/INVOLVES 5% OR LESS TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (2) 2017-PRESENT: FRONTIER PROPERTY MANAGEMENT, LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 5% OR LESS TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (3) 2018-PRESENT: 147 OAK STREET LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (4) 2019-PRESENT MARCHETTI INDUSTRIES LLC / RETAIL COMPANY; NOT INVESTMENT RELATED/SHIRLEY, MA/ INVOLVES 20% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (5) 2019-PRESENT: MSR MONADNOCK STREET LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (6) 2019-PRESENT: 101-105 BAKER AVENUE LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (7) 2020-PRESENT: MSR 3 MAIN LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (8) 2020-PRESENT MARCHETTI INDUSTRIES LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (9) 2020-PRESENT MSR NORTHEAST HOLDINGS LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (10) 2020-PRESENT MARCHETTI PG GARDNER 1 LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (11) 2021-PRESENT 123 & 127 UNION AVENUE LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (12) 2021-PRESENT NEW ENGLAND PROPERTY ACQUISITIONS INC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (13) 2021-PRESENT MMRC 20 CONWAY LLC/ MANAGER/ RENTAL REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME EACH MONTH, AFTER TRADITIONAL BUSINESS HOURS.// (14) 2021-PRESENT 1002-1008A MAIN ST/ MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (15) 2021-PRESENT DOOR FUND INC/ MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (16) 2022-PRESENT LRMSR ONE LLC / MANAGER/ REAL ESTATE/INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (17) 2022-PRESENT HILLTOP ESTATES HOLDINGS LLC / MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS// (18) 2022-PRESENT MMRC 251 MAIN STREET LLC / MANAGER/ REAL ESTATE/NOT INVESTMENT RELATED/SHIRLEY, MA/INVOLVES 1% OF TIME AFTER TRADITIONAL BUSINESS HOURS//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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