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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowditch Advisory Services, Lp | Wakefield | MA | 10/2021 | Present |
| Close Reach Investment Systems, Llc | Boston | MA | 03/2013 | Present |
Name: Close Reach Investment Systems. Investment-related: No. Address: Boston, MA. Nature: Financial Software Developer. Position: Software Developer. Start Date: March 2013. Approximate number of hours/month I devote to this business: approx. 10 hours per week. Zero hours during trading hours. Duties: Performs system maintenance for the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
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