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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-01-29 |
Branch Locations
35 Braintree Hill Office Park - Ste 204, Braintree, MA 02184 • 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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Hingham | MA | 03/1994 | Present |
| Capital Analysts Incorporated | Radnor | PA | 09/1999 | Present |
| Lincoln Investment | Quincy | MA | 06/2012 | Present |
CLIFFORD H MARSHALL FOUNDATION POSITION: PRESIDENT NATURE: CHARITABLE FOUNDATION INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/1997 ADDRESS: 107 GROVELAND AVE, WEYMOUTH MA 02190 DESCRIPTION: FUNDRAISING FOR CLIFFORD MARSHALL ELEMENTARY SCHOOL MICHAEL J MARSHALL POSITION: Sales Rep NATURE: Fixed Life & Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/15/1992 ADDRESS: 35 Braintree Hill Office Park, Suite 204, Braintree MA 02184 DESCRIPTION: Insurance product sales MICHAEL J MARSHALL POSITION: I own the property at 1152 Main Street, Hanover MA. 02339 NATURE: real estate rental 4 units INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2017 ADDRESS: 1152 Main Street, Hanover MA 02339, United States DESCRIPTION: I WILL COLLECT RENTS AND MAKE SURE THE TENANTS ARE HAPPY SO THEY PAY THE RENT TRIPLE V INC., DBA MARSHALL WEALTH MANAGEMENT POSITION: President NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 50 START DATE: 01/13/1993 ADDRESS: 52 Accord Park Dr, Norwell MA 02061, United States DESCRIPTION: President and Founder ALUMNI BAR & GRILL POSITION: part owner 25% silent partner NATURE: bar & grill INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 836 Washington Street, Weymouth MA 02189, United States DESCRIPTION: I have no official duties....silent partner to who runs the place now. I bought 25% of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-11 |
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