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160 Gould St Suite 102, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodman Advisory Group | Needham | MA | 06/2018 | 10/2019 |
| Boston College | Boston | MA | 08/2017 | 08/2018 |
| Goucher College | Baltimore | MD | 08/2013 | 06/2017 |
| Lpl Financial, Llc | Needham | MA | 06/2018 | Present |
| Goodman Advisory Group, Llc | Needham | MA | 08/2019 | Present |
1. 11/8/2019 - Goodman Advisory Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 11/18/2019 - Goodman Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 08/01/19 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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