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506 Groton Rd, Westford, MA 01886 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Dermatology Financial Planning/Dba Docbookkeeping | Owner | MA | 02/2020 | Present |
| Westford Dermatology | Westford | MA | 05/2015 | Present |
| North Shore Wealth Management | Westford | MA | 12/2023 | Present |
John Olivieri is an accountant. From time to time, he will offer clients advice or products from this activity. North Shore Wealth Management always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of North Shore Wealth Management in their capacity as an accountant. John Olivier provides CFO services to Westford Dermatology in Westford, MA. John Olivieri owns an accounting business, Dermatology Financial Planning dba Docbookkeeping. He spends approximately 20 hours a week engaged in these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-13 |
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