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55 Old Bedford Road Suite 202, Lincoln, MA 01773-1124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2002-03-24 |
Branch Locations
Lincoln North 55 Old Bedford Road, Lincoln, MA 01773 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U. S. Boston Capital Corporation | Lincoln | MA | 05/1971 | Present |
MR. OKUROWSKI IS VICE PRESIDENT AND TREASURER, PEAR TREE FUNDS - MUTUAL FUND COMPLEX - INVESTMENT RELATED, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773. DIRECTOR AND VICE PRESIDENT OF PEAR TREE ADVISORS, INC. - INVESTMENT ADVISOR - INVESTMENT RELATED, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773.MR. OKUROWSKI IS A LIMITED PARTNER OF PEAR TREE PARTNERS, LP, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773. LIMITED PARTNER PEAR TREE PARTNERS LP WAS FORMED ON NOVEMBER 21, 2000 AND IS LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA. IT ACTS AS THE MANAGING MEMBER OF LIMITED LIABILITY COMPANIES FORMED TO HOLD INVESTMENTS IN SMALL PRIVATE COMPANIES. THE HOURS SPENT ON THIS OTHER BUSINESS VARIES. MR. OKUROWSKI IS DIRECTOR. PRESIDENT AND TREASURER OF U.S. BOSTON ASSET MANAGEMENT CORPORATION - REAL ESTATE MANAGEMENT SERVICES, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773. IT WAS FORMED ON FEBRUARY 6, 1985. ON MAY 24, 1999 MR. OKUROWSKI BECAME A MEMBER AND MANAGER OF USB EVEREST MANAGEMENT, LLC, A REAL ESTATE MANAGEMENT COMPANY, LOCATED AT 55 OLD BEDFORD ROAD, LINCOLN, MA 01773. IT WAS FORMED ON MAY 21, 1999. MR. OKUROWSKI HAS NO DAY TO DAY DUTIES. ON MARCH 17, 2014 MR. OKUROWSKI BECAME A MEMBER OF THE BOARD OF DIRECTORS OF WOUNDCHEK LABORATORIES, A NON-INVESTMENT RELATED COMPANY LOCATED AT 400 CROWN COLONY DRIVE, SUITE 302, QUINCY, MA 02169. WOUNDCHEK LABORATORIES DEVELOPS WOUND DIAGNOSTIC PRODUCTS. LESS THAN TWO HOURS A MONTH ARE SPENT ON THIS OTHER BUSINESS, SOMETIMES DURING SECURITIES TRADING HOURS, AS MR. OKUROWSKI HAS NO DAY TO DAY DUTIES. ON MAY 1, 2019 MR. OKUROWSKI BECAME A MANAGING MEMBER OF RAILRUNNER ROLLING STOCK LLC. A NON-INVESTMENT RELATED COMPANY. RAILWAY EQUIPMENT PARTS COMPANY. LOCATED AT 55 OLD BEDFORD ROAD, SUITE 106, LINCOLN, MA 01773. MR. OKUROWSKI SPENDS 2 HOURS PER MONTH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-07 |
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