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Milton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-23 |
| MA | RA | APPROVED | 2023-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lurie Davis Wealth Management | Lynn | MA | 02/2022 | 04/2023 |
| Northpointe Financial Advisors Llc | Milton | MA | 04/2023 | Present |
| Hometown Rental Solutions Llc | Milton | MA | 03/2013 | Present |
Traci Johnson is currently Partner of Hometown Rental Solutions LLC. This business is not investment related. The address of the other business is 10 Woodmere Drive, Milton, MA 02186. The nature of the business is rental property. I am a 50% managing partner. The business began in March 2013. I devote 5 hours a month to Hometown Rental Solutions LLC. None of those hours are during securities trading hours. I oversee the monthly rental deposits of the tenants and issue receipts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-30 |
| S66 | Uniform Combined State Law Examination | 2009-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-16 |
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