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121 Mount Vernon Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-08-07 |
| MA | RA | APPROVED | 2005-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.M. Forbes & Co. Llp | Boston | MA | 01/2006 | Present |
1.TRUSTEE OF THE 32R ESSEX ST. REALTY TRUST. AS SUCH I MANAGE A SMALL COMMERCIAL BUILDING AT 32R ESSEX ST., CAMBRIDGE, MA WITH NINE TENANTS. THIS REPRESENTS A FOUR-HOUR PER MONTH TIME COMMITMENT, NOT DURING SECURITIES TRADING HOURS. I ORDER ALL SUPPLIES, MAKE ALL PAYMENTS, AND PREPARE TAX REPORTING FOR THE BUSINESS. THIS BUSINESS IS NOT INVESTMENT-RELATED. I HAVE BEEN INVOLVED IN THE COMPANY FOR FIVE YEARS, SINCE ITS FORMATION. 2.TREASURER AND 50% OWNER OF PERFORMANCE DESIGN, INC., AN S-CORP LOCATED AT 32R ESSEX ST., CAMBRIDGE, MA WHICH DEVELOPS AND SELLS TRAINING PROGRAM MATERIALS TO THE INTERNATIONAL PHARMACEUTICAL INDUSTRY FOR TRAINING OF SALES FORCES. EIGHT HOURS PER MONTH TIME COMMITMENT, NOT DURING SECURITIES TRADING HOURS. I ISSUE ALL CHECKS, RECEIVE ALL PAYMENTS, AND MANAGE THE BOOKKEEPER IN ROUTINE MATTERS AND TAX REPORTING. THIS BUSINESS IS NOT INVESTMENT-RELATED. I HAVE BEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-03 |
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