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12 Peck St, Rehoboth, MA 02769 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Norman, Graham & Digangi | Swansea | MA | 09/2014 | Present |
Norman, Graham & DiGangi is a certified public accounting firm located in Swansea, MA. In my role as a Senior Tax Accountant, I prepare individual and small business federal and state income tax returns and oversee a bookkeeper. My responsibilities are limited to tax preparation, bookkeeping oversight, and related accounting functions. I do not provide investment advisory services, financial planning, or securities-related activity in this position. I am compensated on a salary basis. I work full-time from January through April 15, and approximately 30 hours per week for the remainder of the year. The CPA firm does not refer clients to my investment advisory business, and neither I nor the firm receive any compensation, referral fees, or other benefit related to my RIA activities. I have been with the firm since September of 2014.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
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