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14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-06 |
Branch Locations
14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Education Consulting Services Llc | Waltham | MA | 10/2001 | 12/2019 |
| Noble Club Financial Services Llc | Auburndale | MA | 03/2019 | Present |
| Asset Strategy Advisors Llc | Natick | MA | 07/2024 | Present |
| Concorde Investment Services | Ann Arbor | MI | 01/2026 | Present |
1. Asset Strategy Advisors, investment-related. Registered Investment Provider, provides investment advisory and financial planning services. Start Date: July 2024. 1-5 hours/month during non-business hours, 1-5 hours/month during business hours. 2. Noble Club Financial Services LLC. Non-investment related. President, manage daily activities & service clients for tax & insurance needs. Start date: July 2020. 11-20 hours/month during non-business hours, 40+ hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
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