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Needham, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Fit, Llc | Needham | MA | 06/2024 | Present |
| Libby James And Co. | Needham | MA | 08/2021 | 01/2024 |
| Srvi Blueport Llc | Boston | MA | 08/2013 | 09/2018 |
| Unemployed | Needham | MA | 02/2024 | 05/2024 |
| Unemployed | Needham | MA | 10/2018 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-09 |
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