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55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2009-05-12 |
Branch Locations
55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athena Capital Advisors Llc | Lincoln | MA | 01/2015 | 06/2020 |
| Fiduciary Trust International, Llc | Lincoln | MA | 06/2020 | Present |
| Franklin Distributors, Llc | Lincoln | MA | 07/2023 | Present |
Becket Chimney Corners YMCA, investment-related, 748 Hamilton Road Becket MA 01223, how to invest the organization's endowment, Board of Trustees Member (Finance Committee), non-profit, 10/1/2019 accepted as board member with first meeting to start in 12/2019, <16 hours per month, <4 hours a week during securities trading hours, helps plan the organization's strategic vision and goals and make decisions consistent with these objectives, helps manage the organization's capital finance decisions, helps oversee the organization's endowment in terms of asset allocation and investment decisions, and helps make decisions about the organization's facilities and landscape.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-08 |
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