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84 Bridge Street, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
38 Bellevue Ave, Newport, RI 02840 • United States
84 Bridge Street, Dedham, MA 02026 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Providence | RI | 10/2008 | 09/2021 |
| Pallas Capital Advisors Llc | Braintree | MA | 09/2021 | 01/2023 |
| Fox Hill Wealth Management | Dedham | MA | 01/2023 | Present |
| Beck Bode, Llc | Dedham | MA | 02/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-28 |
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