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Two International Place Suite 2110, Boston, MA 02110-4104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 1994-04-14 |
Branch Locations
One Post Office Square, Boston, MA 02109-2103 • United States
Two International Place Suite 2110, Boston, MA 02110-4104 • 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 |
|---|---|---|---|---|
| Anchor Capital Advisors Llc | Boston | MA | 06/2018 | Present |
| Anchor Capital Advisors Llc | Boston | MA | 06/2006 | 04/2018 |
VICE CHAIRMAN AND TREASURER Ocean Reef Chapel Foundation, 31Ocean Reef Drive, Key Largo, FL 33037 (Since 2019) Not Investment Related VICE CHAIRMAN AND TREASURER Ocean Reef Chapel, Inc., 31 Ocean Reef Drive, Key Largo, FL 33037 (Since 2019) Not Investment Related TREASURER/DIRECTOR Protestant Congregation of Ocean Reef, 31 Ocean Reef Drive, C101-#248, Key Largo, FL 33037 " "
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 1991-07-30 |
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