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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-08-21 |
Branch Locations
One Federal Street 19Th Floor, Boston, MA 02110 • United States
1350 Main Street Suite 1510, Springfield, MA 01103 • United States
One Federal Street 19Th Floor, Boston, MA 02110 • United States
One Federal Street 19Th Floor, Boston, MA 02110 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Boston | MA | 12/2014 | 09/2019 |
| Measured Wealth Private Client Group, Llc | Portsmouth | NH | 03/2022 | 08/2023 |
| Unemployed | Reading | MA | 10/2019 | 03/2022 |
| Moors Cabot Inc | Boston | MA | 08/2023 | Present |
MR. DONAHUE OWNS A RENTAL PROPERTY. HE IS THE OWNER, IT DOES NOT INTERFERE WITH HIS DUTIES WITH MEASURED WEALTH PRIVATE CLIENT GROUP, LLC AND THE AMOUNT OF TIME HE DEVOTES TO THAT PROPERTY IS NOT DURING THE REGULAR BUSINESS HOURS OF MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-17 |
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