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93 Worcester Street Suite 101, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED_RES | 2014-10-02 |
| MA | RA | APPROVED | 1994-04-14 |
Branch Locations
93 Worcester Street Suite 101, Wellesley, MA 02481 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Financial Management | Wellesley | MA | 09/1991 | Present |
NAME OF OBA: HARBOR TOWERS CONDOMINIUM ASSOCIATION; ADDRESS OF OBA: BOSTON, MA 02110; NATURE: TRUSTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: TRUSTEE; DUTIES: VOTING TRUSTEE OF THE BOARD, MEMBER AND CHAIRMAN OF FINANCE COMMITTEE; START DATE: 08/2015; APPROX. NUMBER OF HOURS/MONTH: 8-10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-12 |
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