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84 Bridge Street, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2015 | 04/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2016 | 04/2019 |
| Beck Bode, Llc | Dedham | MA | 04/2019 | 06/2024 |
| Concord Wealth Management | Newton | MA | 07/2015 | 04/2019 |
| Cushman And Wakefield | Boston | MA | 10/2022 | Present |
| Fox Hill Wealth Management | Dedham | MA | 07/2024 | Present |
Name of other business: Cushman & Wakefield; NOT investment-related; Address: Boston, MA; Nature of other business: Commercial Real Estate; Position: Commercial Real Estate Advisor; Title: Associate; Start Date: December 2022; Approx hours/month devoted: 80; # of hours devoted during trading hours: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-30 |
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