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Current Employers
Practice Financial Group

725 N. 5Th Street Suite 200, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-21
MA RA APPROVED 2023-01-11
  • TX RA
    APPROVED
    Since 2023-08-21
  • MA RA
    APPROVED
    Since 2023-01-11

Branch Locations

Bolton, MA • United States

725 N. 5Th Street Suite 200, Jacksonville, OR 97530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfg Investments, Llc Bolton MA 07/2019 Present
Spectrum Cpa Group, Llp Bend OR 08/2017 06/2019
Wsrp, Llc Salt Lake City UT 09/2015 07/2017
Practice Financial Group, Llc Bolton MA 07/2019 Present
  • 07/2019 → Present
    Pfg Investments, Llc
    Bolton, MA
  • 08/2017 → 06/2019
    Spectrum Cpa Group, Llp
    Bend, OR
  • 09/2015 → 07/2017
    Wsrp, Llc
    Salt Lake City, UT
  • 07/2019 → Present
    Practice Financial Group, Llc
    Bolton, MA
Other Businesses

PRACTICE FINANCIAL GROUP, LLC not investment-related private address in Bolton, MA CPA firm Financial Planner 7/1/2019 8 hours per month all hours during trading review tax returns

Designations

View on SEC IAPD

More in Bolton, MA

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