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3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-02 |
| MA | RA | APPROVED | 2021-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kathryn K. Lund, Cpa | Westford | MA | 01/1989 | Present |
| Mosaic Financial Advisors, Llc | Westford | MA | 01/2007 | 12/2021 |
| Milestone Financial Planning, Llc | Bedford | NH | 01/2022 | 01/2025 |
| Milestone Financial Planning, Llc | Bedford | NH | 10/2021 | 12/2021 |
| Milestone Financial Planning, Llc | Bedford | NH | 01/2025 | Present |
1) KATHRYN K. LUND, CPA; THE BUSINESS IS NOT INVESTMENT RELATED (AFTER FORMATION OF MOSAIC FINANCIAL ADVISORS, LLC); ADDRESS: 6 CRUSADE ROAD, WESTFORD, MA 01886; CPA PRACTICE; SOLE PRACTITIONER/PRINCIPAL; IN BUSINESS SINCE 1990 AS A SOLE PROPRIETORSHIP; APPROX NUMBER OF HRS/MONTH IS 25, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE TAX PREPARATION AND NON-INVESTMENT-RELATED FINANCIAL SERVICES FOR SMALL BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-10 |
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