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40 Grove Street Suite 190, Wellesley, MA 02482 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-04-14 |
Branch Locations
40 Grove Street Suite 190, Wellesley, MA 02482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Strategy Investments | Natick | MA | 03/2014 | 06/2018 |
| Northeastern University | Boston | MA | 09/1996 | Present |
| Accounting & Business Consulting Llc | Wellesley | MA | 05/2004 | 12/2016 |
| Boston University | Boston | MA | 04/2004 | Present |
| Mahony & Reeve, Llc | Natick | MA | 01/2017 | Present |
| Island Light Capital, Inc. | Dover | MA | 07/2018 | Present |
| Kastel Capital Advisors, Llc | Wellesley | MA | 02/2020 | Present |
Primary occupation is as a partner in a tax and accounting firm unrelated to investments. Registered Representative with Island Light Capital. I am a partner in an accounting firm which specializes in tax planning and tax preparation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-26 |
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