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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2022 | 02/2024 |
| Coastal Pension Services | Columbia | MD | 08/2022 | 10/2022 |
| Nova 401(K) Associates | Houston | TX | 07/2021 | 06/2022 |
| Nova 401(K) Associates | Houston | TX | 10/2017 | 10/2020 |
| Flower And Associates, Inc | Lafayette | LA | 08/2009 | 09/2017 |
| Ascensus | Dresher | PA | 10/2020 | 07/2021 |
| Ascensus | Dresher | PA | 02/2024 | Present |
1)Registrant is the owner of the La Petite Notary Public, LLC, which provide notary public services. La Petite Notary Public, LLC is located at 306 Mallard Drive, Lafayette, LA 70507. Registrant works approximately 8 hours per month in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours. 2)Registrant is the Treasurer of the Alpha Kappa Alpha Sorority, Inc-Eta Chi Omega Chapter. As Treasurer, Registrant deposits funds collected from members, distribute funds via checks and files annual reports to the corporate office. Alpha Kappa Alpha Sorority, Inc-Eta Chi Omega Chapter is located at 407 Rue Des Etoiles, Carencro, LA 70520. Registrant works approximately 5 hours per month in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-11 |
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