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160 Gould St Suite 102, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Needham | MA | 02/2019 | Present |
| Goodman Advisory Group, Llc | Needham | MA | 06/2019 | Present |
| Vector Marketing | Middleboro | MA | 05/2016 | Present |
| Lasell College | Newton | MA | 01/2016 | 05/2019 |
| Lasell College | Newton | MA | 08/2015 | 05/2019 |
| Ymca | Middleboro | MA | 09/2014 | 12/2017 |
1)10/15/2020- Goodman Advisory Group, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Needham, MA- 100% 2)10/15/2020- Vector Marketing-Direct Sales Business- Representative - Non-Inv. Related- North Andover, MA- start date 5/2016- 5hrs/mth 3) 10/20/2020 - Goodman Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: June 2019 - 160 Hours Per Month/7 Hours During Securities Trading - I provide administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 6/2019. 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 | 2022-11-04 |
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