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200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-14 |
Branch Locations
200 Clarendon St, Boston, MA 02216 • United States
Dudley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ey/Tapfin | Boston | MA | 11/2022 | 04/2023 |
| Ey/Tapfin | Boston | MA | 04/2023 | 03/2026 |
| Intuit | Mountainview | CA | 01/2021 | 07/2025 |
| H&R Block | Worcester | MA | 01/2000 | 03/2020 |
| Pickupnow | Plano | TX | 10/2019 | 03/2022 |
| 20/20 Companies | Plano | TX | 04/2018 | 03/2019 |
| Pgw | Pittsburgh | PA | 08/2017 | 02/2018 |
| Planet Aid | Milford | MA | 09/2013 | 12/2016 |
| Pagio Inc | Worcester | MA | 12/2012 | 09/2017 |
| Tapfin/Ey | Boston | MA | 11/2022 | 04/2023 |
| Ernst & Young Llp | Boston | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
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