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6 Courthouse Lane Unit 15, Chelmsford, MA 01824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2005-03-01 |
| MA | RA | APPROVED | 1998-09-18 |
Branch Locations
6 Courthouse Lane Unit 15, Chelmsford, MA 01824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclarney & Company | Chelmsford | MA | 09/1986 | Present |
| Merimack Valley Fin. Advisors | Chelmsford | MA | 06/1998 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2003 | Present |
(1)MCLARNEY & COMPANY CPA FIRM, 6 COURTHOUSE LANE, CHELMSFORD, MA 01824, PRESIDENT AND 100% SHAREHOLDER, EXECUTIVE DUTIES, 4HOURS A DAY, NOT INVEST-RELATED. (2) MERRIMACK VALLEY FINANCIAL ADVISORS, INC., 6 COURTHOUSE LANE, CHELMSFORD MA 01824, PRESIDENT AND 100% SHAREHOLDER, RIA & FINANCIAL PLANNING ACTIVITIES, EXECUTIVE DUTIES, 4HOURS A DAY, THIS IS INVEST-RELATED. (3) FIXED INS SALES, 6 COURTHOUSE LANE, CHELMSFORD MA. SALE OF FIXED INS ONLY. INDEPENDENT INS AGENT. 1996. APPROX 5 HRS/MTH. NONE DURING TRADING HRS. DIRECT SALES OF PRODUCTS TO CLIENTS/CUSTOMERS. (4) ONE TREMONT REALTY, LLC. NOT INVESTMENT-RELATED. LOCATED AT 1 TREMONT ST, CONCORD, NH. RENTAL REALT ESTATE. MANAGER. START: 09/2007. 2 HR/MONTH; NONE DURING TRADING HOURS. COLLECT RENT AND PAY MONTHLY BILLS IF ANY. (5) BM RELATY TRUST. NOT INVESTMENT-RELATED. LOCATED AT 6 COURTHOUSE LANE, CHELMSFORD, NH. RENTAL REAL ESTATE. TRUSTEE. START: 06/1993. 2 HR/MONTH; NONE DURING TRADING HOURS. COLLECT RENT AND PAY MONTHLY BILLS IF ANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-28 |
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