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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| P & W Global Advisors | Boston | MA | 05/2008 | 08/2022 |
| M Street Capital, Llc | Boston | MA | 01/2015 | Present |
| Capital Navigation Group, Llc | Boston | MA | 05/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2023 | Present |
Owner, M Street Capital, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/01/2014; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-15 |
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