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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-11-04 |
Branch Locations
1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Boston | MA | 10/2024 | Present |
| Mml Investors Services, Llc | Boston | MA | 10/2024 | Present |
| Cpa Services Of New England | Quincy | MA | 04/2024 | Present |
| Ar Global Investments Llc | Newport | RI | 10/2017 | 04/2024 |
| American Strategic Investment Co. | Newport | RI | 09/2023 | 04/2024 |
| G&P Acquisition Corp | Newport | RI | 12/2020 | 11/2022 |
| Diamond Companies | Sharon | MA | 11/2016 | 10/2017 |
| Claremont Companies | Bridgewater | MA | 08/2016 | 11/2016 |
(1)Name: CPA Services of New England Inv rel: Y Add: 859 Willard Street, Ste 400, Quincy, MA 02169 Nature: Accounting/Tax Preparation Position: Managing Member Start date: 04/04/2024 No. HR/MO: 160 No. HR/MO during sec trading: 100 (2)Name: Matador Capital Partners Inv rel: Y Add: At Residential Address Nature: Real Estate Position: Managing Member Start date: 01/01/2020 No. HR/MO: 25 No. HR/MO during sec trading: 0 (3)Name: CPANE Braintree D/B/A CPA Services of New England Inv rel: Y Add: 30 Braintree Hill Office Park, Ste 108, Braintree, MA 02184 Nature: Managing Member of LLC for Tax and Accounting Services Position: Managing Member Start date: 06/30/2025 No. HR/MO: 160 No. HR/MO during sec trading: 160 Duties: Provide tax and accounting services. (4)Name: Danish Red LLC Inv rel: Y Add: At Residential Address Nature: Managing Member of LLC for Real Estate Position: Managing Member Start date: 06/30/2025 No. HR/MO: 10 No. HR/MO during sec trading: 0 Duties: Review financial reports and manage requests and approval from third party property manager. (5)Name: 198 Dutch Belted LLC Inv rel: Y Add: At Residential Address Nature: Managing Member of LLC for Real Estate Position: Managing Member Start date: 06/30/2025 No. HR/MO: 10 No. HR/MO during sec trading: 0 Duties: Review financial reports and manage requests and approval from third party property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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