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Susan Elizabeth Danson

New Shore Financial LLC

Wrentham, MA

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Current Employers
New Shore Financial Llc

513 South Street Suite 201, Wrentham, MA 02093 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-14
  • MA RA
    APPROVED
    Since 2019-08-14

Branch Locations

513 South Street Suite 201, Wrentham, MA 02093 • 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
Boston Hill Advisors, Llc North Andover MA 09/2014 02/2019
New Shore Financial Llc Wrentham MA 03/2019 Present
  • 09/2014 → 02/2019
    Boston Hill Advisors, Llc
    North Andover, MA
  • 03/2019 → Present
    Wrentham, MA
Previous Registrations
  • 2015-03-02 → 2019-02-11
    Boston Hill Advisors, Llc
    North Andover, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-02
  • S65 Uniform Investment Adviser Law Examination
    2015-03-02
Designations
Other Names
  • Susan Elizabeth Donnelly

View on SEC IAPD

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