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1087 Main Street, Holden, MA 01520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assabet Advisors, Llc | Holden | MA | 09/2014 | Present |
(1.) NAME OF OBA: REAL ESTATE INVESTMENTS; ADDRESS OF OBA: MULTIPLE ADDRESSES; NATURE: RENTAL PROPERTIES; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: OWNER; DUTIES: OVERSIGHT AND MANAGEMENT OF MULTIPLE BUILDINGS; START DATE: 12/2008; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: CLUB MOTORSPORTS; ADDRESS OF OBA: TAMWORTH, NH 03886; NATURE: TEACHING INDIVIDUALS HOW TO DRIVE COMPETITIVELY; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: INSTRUCTOR; DUTIES: TEACHING / COACHING DRIVING TECHNIQUES; START DATE: 09/01/2023; APPROX. NUMBER OF HOURS/MONTH: 16; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: TOWN OF HOLDEN FINANCE COMMITTEE; ADDRESS OF OBA: HOLDEN, MA; NATURE: REVIEW TOWN BUDGET; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: FINANCE COMMITTEE MEMBER; DUTIES: REVIEW BUDGET AND BUDGET PROJECTIONS; START DATE: 09/24/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: JACOBSEN MOTORSPORTS; ADDRESS OF OBA: HOLDEN, MA; NATURE: CAR RACING; INVESTMENT RELATED: NO; TITLE WITH OBA: PRINCIPLE; DUTIES: TEAM OWNER AND DRIVER; START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 10-20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: CLEARWAY CLINIC; ADDRESS OF OBA: WORCESTER, MA 01604; NATURE: BOARD MEMBER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: DECISION MAKING FOR THE ENTITY OPERATIONS; START DATE: 02/10/2026; APPROX. NUMBER OF HOURS/MONTH: 2-3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-23 |
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