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1004 Main Street, Winchester, MA 01890 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-24 |
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Boston Capital Corporation | Lincoln | MA | 01/2017 | 12/2022 |
| National Association For Armenian Studies | Belmont | MA | 06/2016 | 12/2016 |
| Lpl Financial | Winchester | MA | 01/2023 | Present |
| Shepherd Financial Partners, Llc | Winchester | MA | 01/2023 | Present |
NAME OF OBA: HOA; ADDRESS OF OBA: BOSTON, MA 02127; NATURE: TRUSTEE; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: TRUSTEE; DUTIES: UNPAID TRUSTEE TO MY HOA; START DATE: 03/17/2021; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-31 |
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