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Fourth Quarter Retirement Strategies, LLC CRD 307395
42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Hopkinton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-09 |
| MA | RA | APPROVED | 2020-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Westwood | MA | 11/2017 | 01/2020 |
| John Hancock | Westwood | MA | 04/2015 | 11/2017 |
| Fourth Quarter Retirement Strategies, Llc | Hopkinton | MA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-06 |
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