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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-07-28 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 10/2014 | 07/2020 |
| Mayflower Financial Advisors, Llc | Boston | MA | 07/2020 | Present |
| Private Client Services | Boston | MA | 07/2020 | Present |
1. THE BEER TEMPLE, LLC; INV RELATED NO; CHICAGO, IL; RETAIL BEER STORE & TAP ROOM; 4% OWNERSHIP; START: 9/1/16; .5 HR/MO; 0 DURING TRADING; DUTIES: PASSIVE INVESTOR. 2. CONGREGATIONAL CHURCH OF CANTON. 1541 WASHINGTON STREET, CANTON, MA 02021. A CHURCH AND HALF DAY PRESCHOOL IN CANTON, MA. I AM THE TREASURER AND RESOURCE TEAM DIRECTORY. I MANAGE FINANCES OF THE CHURCH AND PRESCHOOL. 10 HRS/MO; 0 DURING TRADING HRS. 3. Joseph Kendall is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Kendall has served as an investment advisor representative for Mayflower and a registered representative with PKS since 07/2020. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. Kendall's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-17 |
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