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60 Kendrick Street Suite 203, Needham Heights, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2011-03-11 |
Branch Locations
60 Kendrick Street Suite 203, Needham Heights, MA 02494 • 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 |
|---|---|---|---|---|
| M3 Advisory Group, Llc | Boston | MA | 03/2011 | Present |
1. M3 ADVISORY GROUP LLC,9 MEETING HOUSE HILL RD DOVER,MA 02030-IAR/MANAGING DIRECTOR , 11/2010, INVESTMENT RELATED, FINANCIAL SERVICES, 50 HRS/WEEK 2. TRUSTEE FOR THE PRATT FAMILY TRUST.NOT-INVESTMENT RELATED,10 HOURS/WEEK 3. THE COTTAGE, 190 LINDEN ST, WELLESLEY MA, INVESTOR, NO DUTIES, 11/2010. 4. MARK SCIANTI- 1985 JOINT SALES OF LIFE INSURANCE, BROOK STREET, WELLESLY MA. NOT INVESTMENT RELATED, INDLUCES NYLIFE (03/2009) 10 HRS PER MONTH. 5. M3 EQUITY ADVISORS LLC, 9 MEETING HOUSE HILL RD, DOVER MA 02030-MANAGING DIRECTOR, OWNER, INVESTMENT RELATED, LIFE, HEALTH, DISABILITY, ANNUITY, 120HRS PM. 6. MOBIEUS SYSTEMS, 470 ATLANTIC AVE BOSTON MA 02210-BOARD OF DIRECTOR, 10 HRS/WEEK 7. TOWN OF DOVER, NON INVEST. RELATED; DOVER, MA; SELECTMAN; 4 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
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