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50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-23 |
Branch Locations
50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Coast Asset Management, Llc | Essex | MA | 07/2011 | 12/2017 |
| Little House Capital, Llc | Topsfield | MA | 11/2017 | 12/2025 |
| Bluedoor Private Wealth, Llc | Beverly | MA | 12/2025 | Present |
FILES SCH. C FOR CPA RELATED TAX BUSINESS. WINCHESTER HOSPITAL ADVISORY BOARD. AICPA MEMBER AND MASS SOCIETY OF CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-26 |
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