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105R Depot Street Suite 5, South Easton, MA 02375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green And Gold Financial Planning, Llc | Middleboro | MA | 01/2017 | 10/2023 |
| United States Army Reserve | Staten Island | NY | 10/2012 | Present |
| Emc | Hopkinton | MA | 09/2007 | 01/2017 |
| Great Oak Capital Partners, Llc | South Easton | MA | 11/2023 | Present |
| Great Oak Tax Planning, Inc. | South Easton | MA | 11/2023 | Present |
1) John Cooney is currently employed as a Civil Affairs Officer in the United States Army Reserve. Non-Investment Related. 10/2012 - Present. This activity accounts for approximately 15% of their time. 2) Name of the Business: Great Oak Tax Planning, Inc.; Investment-Related: No; Address: 105R Depot St Suite 5, South Easton, MA 02375; Position/Title: Tax Preparer; Start Date: 11/01/2023; Hours per Month Devoted to this Business: 10; Hours per Month Devoted to this Business during Trading Hours: 10; Description of Duties: Tax Preparation, Tax Planning, Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
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