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260 Franklin Street Suite 1888, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-08 |
| MA | RA | APPROVED | 2008-01-18 |
Branch Locations
260 Franklin Street Suite 1888, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfc Financial Management Inc | Boston | MA | 04/2007 | Present |
TRUSTEE, 260 FRANKLIN ST., SUITE 1888, BOSTON, MA 02110, START: 12/22/2009, 5 HOURS/MONTH DURING SECURITIES TRADING HOURS, MANAGE INVESTMENTS AND DISTRIBUTIONS FOR BENEFICIARIES IN ACCORDANCE WITH TERMS OF TRUST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-06 |
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