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888 Washington Street, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mascoma Wealth Management | Hanover | NH | 07/2012 | 12/2022 |
| South Shore Bank | Weymouth | MA | 05/2024 | Present |
| Retired | Sagamore | MA | 01/2023 | 04/2024 |
| Charlesbridge Advisors | Dedham | MA | 02/2026 | Present |
Robert Thomas Boon provides supervisory oversight for the brokerage business conducted through LPL Financial by supervised persons affiliated with South Shore Bank. A substantial portion of his time is dedicated to this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-29 |
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