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Hopkinton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED_RES | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3D Asset Management, Inc. | Northborough | MA | 05/2016 | 03/2021 |
| 3D/L Capital Management, Llc | Northborough | MA | 03/2021 | 12/2023 |
| Freedom Investment Management, Inc. | Harford | CT | 12/2023 | 08/2026 |
| 3D Advisor Group, Inc. | Littleton | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-08 |
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