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274 Main St, Groton, MA 01450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Practical Planner | Maynard | MA | 03/2016 | Present |
Name of other business: Groton Public Library Endowment Trust, , P.O. Box 401, Groton, MA 01450; Investment-related: Yes; Nature of business: The endowment's purpose is to provide private financial support to the Groton Public Library; Position 1: Trustee/Investment Committee, 1/1/2019-12/31/2026, 1.5 hours/month; Position 2: Treasurer, Start date 1/1/2023, 2 hours/month, Manage funds, maintain financial records, prepare financial reports, ensure compliance;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-19 |
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