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542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-12 |
Branch Locations
60 Munson Meeting Way Office#1, Chatham, MA 02633 • United States
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jwkodak Capital Management | Chatham | MA | 01/2010 | Present |
| Coast To Coast Financial Planning, Llc | Chatham | MA | 05/2013 | Present |
| Motiv8 Investments Llc | Chatham | MA | 08/2023 | Present |
| Coast To Coast Financial Planning Llc | Chatham | MA | 05/2012 | Present |
1.) Ms. Bourette is independently licensed to sell insurance and annuity products through various insurance companies. Investment-related. 104 Crowell Road, Chatham, MA 02633. 2) I am a licensed RE salesperson for referrals only 3) I've had other outside business activity from time to time. Nothing currently
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-04 |
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