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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 | 2014-03-18 |
Branch Locations
7 Federal Street Suite 31, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auday Group | Boston | MA | 12/2000 | Present |
MY BROTHER'S TABLE POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/04/2019 ADDRESS: 98 Willow Street, Lynn MA 01901, United States DESCRIPTION: provide guidance to the executive director. MTH COMMUNITY ADVISORS LLC POSITION: Managing Member NATURE: Tax & Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2023 ADDRESS: 1 Spring Street, Marblehead MA 01945, United States DESCRIPTION: Conduit for commissions earned from Lincoln Investment. No additional compensation or commissions from outside Lincoln Investment. Not used as a DBA 7 Federal Street Partners LLC Position: managing member Nature: Real Estate - to hold a commercial condo to conduct my financial planning practice out of Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 7/1/2025 Address: 7 Federal Street Danvers, MA Description: taking care of the condo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-10 |
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