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Account
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80 Maple Avenue Suite 5, Great Barrington, MA 01230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| MA | RA | APPROVED | 2024-08-06 |
Branch Locations
80 Maple Avenue Suite 5, Great Barrington, MA 01230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investment Services, Inc. | Great Barrington | MA | 03/2016 | 07/2024 |
| Tableaux Llc | Stockbridge | MA | 08/2024 | Present |
1) Berkshire Natural Resources Council; not investment-related; land conservation non-profit; Board Member; 2 hrs per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
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