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266 Main Street Suite 19B, Medfield, MA 02052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-11-30 |
Branch Locations
12 Oakland Street Suite 308, Amesbury, MA 01913 • United States
266 Main Street Suite 19B, Medfield, MA 02052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cambridge | MA | 10/2010 | 09/2019 |
| Fisher Investments | Camas | WA | 10/2019 | 09/2020 |
| Unemployed | West Newbury | MA | 09/2020 | 11/2020 |
| Bluebird Wealth Management Llc | West Newbury | MA | 11/2020 | Present |
(1.) NAME OF OBA: HAVERHILL COUNTRY CLUB FINANCE COMMITTEE; ADDRESS OF OBA: HAVERHILL, MA 01830; NATURE: VOLUNTEER COMMITTEE POSITIONS; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: PART OF THE FINANCE COMMITTEE THAT MEETS ONCE A MONTH FOR AN HOUR TO MANAGE HAVERHILL COUNTRY CLUB'S FINANCES. WE REVIEW CASH FLOW AND INVESTMENTS FOR THE CLUB AND MAKE BUDGET RECOMMENDATIONS TO THE BOARD AND BONDHOLDERS; START DATE: 05/01/2025; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: RENTAL PROPERTY; ADDRESS OF OBA: CHARLESTOWN, MA 02129; NATURE: RENTAL PROPERTY; INVESTMENT RELATED: NO; TITLE WITH OBA: RENTAL PROPERTY OWNER; DUTIES: I OWN A RENTAL PROPERTY WITH MY WIFE. I DO NOT MANAGE THE PROPERTY; START DATE: 09/01/2020; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-14 |
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