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730 Main Street 1-C, Millis, MA 02054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-26 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakdale Wealth Management | Millis | MA | 01/2006 | 01/2018 |
| Mok Financial Planning & Tax, Inc. | Millis | MA | 08/2017 | Present |
(1) Since 1993, CPA registered in the State of Maryland and conducts tax preparation and bookkeeping services. (2) Manager, 66R Wren Street, LLC, rental property, perform rental and maintenance duties, non-investment related, spend 1 hour per month. (3) Manager, M & D Family, LLC, family-owned second home, non-investment related, spend negligible time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-30 |
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