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35 Braintree Hill Park #100, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-12-12 |
Branch Locations
35 Braintree Hill Park, Suite 100, Braintree, MA 02184 • 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 |
|---|---|---|---|---|
| Little House Capital, Llc | Boston | MA | 11/2017 | Present |
| Peoples United Bank | Worcester | MA | 04/2012 | 11/2017 |
1. BOARD MEMBER AT BRIDGEWATER STATE UNIVERSITY FOUNDATION; FOUNDRAISING AND SUPPORTING THE EDUCATIONAL MISSION OF BRIDGEWATER STATE UNIVERSITY; ATTEND QUARTERLY BOARD MEETINGS, SERVE ON THE REAL ESTATE COMMITTEE; NO OWNERSHIP INTEREST; COMPENSATION: NONE, VOLUNTEER 2. LICENSED ATTORNEY AT LAW; NATURE OF ENTITY: LEGAL COUNSEL; MAINTAIN LICENSE TO PRACTICE LAW IN THE STATE OF MA PRIMARILY AS A MATTER OF CONVENIENCE FOR LEGAL CONVERSATIONS THAT I HAVE FROM TIME TO TIME WITH INDIVIDUALS AND FAMILIES MOSTLY RELATING TO ESTATE PLANNING AND ADMINISTRATION, SERVE PERSONALLY AS TRUSTEE AND EXECUTOR OF CLIENT TRUST ACCOUNTS AND ESTATES; OWNERSHIP INTEREST; SOLE PROPRIETOR; COMPENSATION: PRO BONO, OTHERWISE HOURLY OR FIXED RATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-30 |
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