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Seidman Investment Portfolios CRD 106894
$69.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
23 Mayflower Lane, Vineyard Haven, MA 02568-6021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-21 |
| MA | RA | APPROVED | 2012-06-28 |
Branch Locations
23 Mayflower Lane, Vineyard Haven, MA 02568-6021 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Seidman Inv Portfolios | Vineyard Haven | MA | 09/1988 | Present |
DANIEL J. SEIDMAN NOT INVESTMENT RELATED 730 Howe Avenue, #100 SACRAMENTO, CA 95825 INSURANCE AGENT/OWNER 6/26/1990 2 HOURS A MONTH NOT DONE DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-20 |
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