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Kelsey Lynn Brennan

Perennial Advisors Group, LLC

Westford, MA

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Current Employers
Perennial Advisors Group, Llc

270 Littleton Road Suite 19, Westford, MA 01886 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-16
MA RA APPROVED 2017-07-25
  • TX RA
    APPROVED
    Since 2022-12-16
  • MA RA
    APPROVED
    Since 2017-07-25

Branch Locations

270 Littleton Road Suite 19, Westford, MA 01886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perennial Advisors Group, Llc Westford MA 06/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-25
  • S65 Uniform Investment Adviser Law Examination
    2017-07-25
Designations

View on SEC IAPD

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