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302 Broadway, Methuen, MA 01844 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2021-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbs Wealth Management, Llc | Methuen | MA | 01/2021 | Present |
| Bbs Financial, Llc | Methuen | MA | 09/2014 | Present |
| Bookkeeping And Business Service, Llc | Methuen | MA | 09/2014 | 12/2018 |
1) BBS Financial LLC - Gregory Brown is currently employed as Managing Partner in the BBS Financial, LLC. This activity accounts for approximately 90% of his time. Mr. Gregory Brown may refer clients to BBS Financial, LLC, an accountancy firm, where Mr. Brown is the Managing Partner, and BBS Financial, LLC may refer clients to BBS Wealth Management, LLC. Accounting services provided by BBS Financial, LLC are separate and distinct from BBS Wealth Management, LLC, and are provided for separately and require typical compensation. There are no referral fee arrangements between our firms for these recommendations. No client is obligated to use BBS Financial, LLC for any tax or accountancy services and conversely, no accounting client is obligated to use BBS Wealth Management, LLC.
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