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10 Speen Street, Suite 4-03, Framingham, MA 01701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-06 |
| CA | RA | APPROVED | 2025-07-23 |
| NH | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
10 Speen Street, Suite 4-03, Framingham, MA 01701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pan-Mass Challenge | Needham | MA | 07/2021 | 08/2022 |
| The Heights | Newton | MA | 08/2022 | 12/2024 |
| 6Am Health | Woburn | MA | 01/2021 | 08/2024 |
| Ltg Capital Llc | Framingham | MA | 06/2025 | Present |
| University Of Connecticut | Storrs | CT | 09/2021 | 05/2022 |
| Boston College | Newton | MA | 08/2022 | 05/2025 |
| Wayland High School | Wayland | MA | 09/2017 | 06/2021 |
| Wayland Middle School | Wayland | MA | 09/2014 | 06/2017 |
| Wayland Middle School | Wayland | MA | 09/2013 | 06/2017 |
| Town Of Wayland | Wayland | MA | 06/2015 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-22 |
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