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52 Accord Park Drive 2Nd Floor, Norwell, MA 02061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-12 |
Branch Locations
52 Accord Park Drive 2Nd Floor, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hort Construction | Duxbury | MA | 10/2009 | 06/2019 |
| University Of New Hampshire | Durham | NH | 08/2015 | 12/2017 |
| University Of Alabama | Tuscooloosa | AL | 08/2018 | 05/2019 |
| Mass State Lottery | Braintree | MA | 06/2017 | 08/2017 |
| State Street | Boston | MA | 06/2018 | 08/2018 |
| Bolvin Wealth Managment | Boston | MA | 01/2018 | 03/2018 |
| Dst/ Ss&C | Quincy | MA | 06/2019 | 10/2019 |
| Social Media | Duxbury | MA | 04/2019 | 10/2019 |
| Fidelity Brokerage Services Llc | Merimack | NH | 10/2019 | 11/2021 |
| Citizens Bank | Johnston | RI | 11/2021 | 09/2022 |
| Lpl Financial Llc | Boston | MA | 09/2022 | 08/2026 |
| South Shore Investment Services Llc | Norwell | MA | 08/2026 | Present |
1. Bolvin Tax Solutions; Tax Prep/Accounting/CPA; Investment Related; Plymouth, MA; Start Date 11/03/2025; 80hrs/mth; 80hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-27 |
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