Philip Bart Boncaldo

Current Employers

Compass Capital Corporation

50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2001-01-01

MA RA
APPROVED

Since 2001-01-01

Branch Locations

72 Beale Street, Quincy, MA 02170 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Philip B. Boncaldo & Associates, Inc	Quincy	MA	01/1992	Present
Compass Securities Corp	Quincy	MA	08/2000	Present

01/1992 → Present

Philip B. Boncaldo & Associates, Inc

Quincy, MA
08/2000 → Present

Compass Securities Corp

Quincy, MA

Other Businesses

TRUSTEES OF J.R. REALTY TRUST/B&D PROPERTY MGT. CO/RODI REALTY TRUST/12-22 LINDEN ST. REVOCABLE TRUST, QUINCY, MA REALTY TRUST: INVESTS IN RESIDENTIAL APARMENT BLDG FOR FAMILY INVESTMENT. DUTIES: DAILY MGMT & OWNERSHIP DUTIES OF REAL ESTATE INVESTMENT (PRIVATE) COMPENSATION: EARNINGS & CAPITAL APPRECIATION TIME SPENT: 5-10% PERCENTAGE OF TIME:-NO ADDITIONAL TIME SINCE ALREADY PERFORMING DUTIES GRATIS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-04-19
S63	Uniform Securities Agent State Law Examination	1990-09-26

S65 Uniform Investment Adviser Law Examination

1995-04-19
S63 Uniform Securities Agent State Law Examination

1990-09-26

Other Names

Phil Boncaldo

View on SEC IAPD

Current Employers

Compass Capital Corporation

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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