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13 Water Street Suite 302, Holliston, MA 01746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
| MA | RA | APPROVED | 2002-07-12 |
Branch Locations
3A Main Street Unit 11, North Eastham, MA 02651 • United States
13 Water Street Suite 302, Holliston, MA 01746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Financial Advisors | Holliston | MA | 03/1990 | Present |
NAME OF OBA: SAWIN ACADEMY; ADDRESS OF OBA: SHERBORN, MA; NATURE: TRUSTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE CHAIR; DUTIES (BRIEF DESCRIPTION): HELP MANAGE FUNDS TO PROVIDE BENEFITS TO ELEMENTARY SCHOOL; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
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