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69 Trapelo Road, Belmont, MA 02478-4448 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanderson, Logan & Bechok, Pc | Belmont | MA | 07/1988 | Present |
| 1St Global Capital Corp. | Boston | MA | 11/2002 | 06/2018 |
| 1St Global Advisors, Inc. | Boston | MA | 01/2003 | 06/2018 |
| 1St Global Insurance Services, Inc | Melville | NY | 10/2003 | 06/2018 |
| Briggs Advisory Group, Inc | Boston | MA | 03/2018 | 10/2022 |
| Slb Advisors, Llc | Belmont | MA | 07/2022 | Present |
GORDON N. SANDERSON 2004 IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: LIFE INSURANCE TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2004 ADDRESS: Belmont MA , United States DESCRIPTION: Trustee services SLB REALTY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2001 ADDRESS: Belmont MA , United States DESCRIPTION: Trustee services WAITTS AVENUE REALTY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: ADDRESS: , Belmont MA, United States DESCRIPTION: Trustee services TOWN OF BELMONT BELMONT TOWN OFFICES ADDRESS: 455 CONCORD AVENUE BELMONT, MA 02478 NON-INVESTMENT RELATED NATURE: MUNICIPALITY POSITION: PERMANENT AUDIT COMMITTEE MEMBER START DATE: JANUARY 2017 TO PRESENT DEVOTES 1 HOUR PER MONTH TO THESE DUTIES WHICH INCLUDE ASSISTING THE SELECTMAN WITH SELECTION AND MONITORING OF AN AUDITOR, PARTICIPATING IN THE REVIEW AND DISCUSSION OF THE AUDITORS FINDINGS AND RECOMMENDING CHANGES OR ALTERATIONS IN ACCOUNTING PRACTICES AND PROCEDURES. NATURE OF BUSINESS: LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES, AGENT, START DATE 12/10/2002, DESCRIPTION OF DUTIES: INSURANCE PLANNING, ANALYSIS, IMPLEMENTATION AND REVIEW NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-10 |
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