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603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-12-05 |
| NJ | RA | APPROVED | 2016-11-29 |
| TX | RA | APPROVED | 2016-11-29 |
Branch Locations
603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 03/2016 | 08/2017 |
| Hoopoe Advisors | Boston | MA | 11/2016 | Present |
| Hoopoe Capital Markets, Llc | Boston | MA | 05/2018 | Present |
(1)11/2016: Strengthening Families & Communities, LLC, (dba Hoopoe Advisors) Co-Founder, Managing Partner, Investment Adviser Representative - at reported location. Approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (2) 06/2022 - RENTAL PROPERTY; OWNER; INVESTMENT RELATED: NO; 66 SPRUCE STREET FRAMINGHAM M01701 USA. IT WILL TAKE 1 HOUR PER MONTH OF HIS TIME; RENTING OUT A PROPERTY; 2022-06-07;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 4;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-23 |
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