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Wellesley Hills, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-07 |
| MA | RA | APPROVED | 2014-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ebersole Financial Llc | Wellesley Hills | MA | 03/2014 | Present |
(1) 2007-PRESENT: COMMUNITY CERTIFIED DEVELOPMENT CORPORATION/NOT INVESTMENT RELATED/HOUSTON,TX/SBA LENDING/BOARD OF DIRECTORS/INVOLVES LESS THAN FIVE PERCENT OF TIME EACH MONTH AND MAY OCCUR DURING TRADITIONAL BUSINESS HOURS//(2) 2016-PRESENT: ROSIE'S PLACE/NOT INVESTMENT RELATED/WELLESLEY, MA/NON-PROFIT AUDIT & FINANCE COMMITTEE/BOARD MEMBER/INVOLVES LESS THAN FIVE PERCENT TIME EACH MONTH, TYPICALLY AFTER HOURS.//(3) 2016-PRESENT: FUND FOR WELLESLEY/NOT INVESTMENT RELATED/WELLESLEY, MA/NON-PROFIT/COMMUNITY BOARD MEMBER/INVOLVES LESS THAN FIVE PERCENT TIME EACH MONTH, TYPICALLY AFTER HOURS.//
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