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1087 Main Street, Holden, MA 01520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assabet Advisors, Llc | Holden | MA | 09/2025 | Present |
| Bny Mellon | Westborough | MA | 07/2022 | 08/2025 |
| West Texas A&M University | Canyon | TX | 08/2021 | 05/2022 |
| Bny Mellon | Westborough | MA | 06/2016 | 08/2021 |
(1.) NAME OF OBA: BETHLEHEM BIBLE CHURCH; ADDRESS: WEST BOYLSTON, MA 01583; NATURE: RELIGIOUS ORGANIZATION; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: BOOKKEEPING AND ACCOUNTING; START DATE: 09/01/2025; APPROX. NUMBER OF HOURS/MONTH: 30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: REAL ESTATE; ADDRESS OF OBA: BARTLETT, NH 03838; NATURE: REAL ESTATE RENTAL INCOME; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER; DUTIES: MANAGE AND OVERSEE RENTAL OPERATIONS OF REAL ESTATE AS NEEDED; START DATE: 11/13/2020; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-12 |
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