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2 South Main Street, Middleton, MA 01949 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2005-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nestegg | North Attleboro | MA | 07/1991 | Present |
I AM CURRENTLY A SOLE PROPRIETOR PERFORMING TAX PREPARATION SERVICES AT 2 SOUTH MAIN STREET IN MIDDLETON, MA. DURING FEBRUARY, MARCH AND HALF OF APRIL, I SPEND 10 HOURS PER DAY, SIX DAYS PER WEEK BUT ONLY OCCASIONAL HOURS DURING THE REST OF THE YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-02 |
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