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121 Boston Post Road Unit 6, Sudbury, MA 01776 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2004-03-15 |
Branch Locations
575 Washington Street 2C, Canton, MA 02021 • United States
121 Boston Post Road Unit 6, Sudbury, MA 01776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exchange Place Advisors, Llc | Canton | MA | 02/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-08 |
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