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801 Cambridge Street, Cambridge, MA 02141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
801 Cambridge St., Cambridge, MA 02141 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Qpsi Financial Services | Canton | MA | 06/1988 | Present |
| L.M. Kohn & Company | Cincinnati | OH | 01/2002 | 11/2025 |
| Davinci Capital Management Inc. | Cambridge | MA | 11/2025 | Present |
Qualified Pension Services, Inc.; 50 Energy Drive, Canton, MA 02021 I am the sole owner of this Third Party Administration business. a non-public company engaged in administration services of Qualified Plans for small businesses since 1988. I spend about 100 hours per month in this business with Sales activities and plan administration work. This company does not provide investment services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-30 |
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