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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-08-07 |
Branch Locations
38 Main Street, Saugus, MA 01906 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Shop & Financial Center | Saugus | MA | 01/1994 | Present |
| Ages Financial Services, Ltd | Reading | MA | 08/2010 | 09/2024 |
| Trust Advisory Group, Ltd. | Saugus | MA | 08/2017 | Present |
| Stonex Securities Inc | Saugus | MA | 10/2024 | Present |
1. KLP Associates Inc dba Tax Shop & Financial Center - 38 Main street Saugus, MA 01906 Nature of Business: Taxes & Accounting Investment Related: No Business Position: President Business Duties: Taxes, accounting & payroll Business Start Date: 07/01/2016 Approximately 160 hours spent on this OBA with 0 spent during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-30 |
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