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270 Littleton Road Suite 19, Westford, MA 01886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-16 |
| MA | RA | APPROVED | 2022-09-07 |
Branch Locations
270 Littleton Road Suite 19, Westford, MA 01886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perennial Advisors Group, Llc | Westford | MA | 05/2022 | Present |
| Mccurdy Investments Llc | Sturbridge | MA | 10/2021 | 05/2022 |
| Natanis Golf Course | Vassalboro | ME | 04/2016 | 09/2021 |
| Nichols College | Dudley | MA | 09/2018 | 05/2022 |
| School | Vassalboro | ME | 07/2012 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-06 |
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