DFX Intelligence
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B••••• A••••••••• S•••••••• I•••
Accounting and taxDisclosed by a registered advisor· MA
A••••••••• and tax preparation firm; tax preparation and consulting for a fee
from the advisor's own disclosure
As of · the advisors' Form U4 disclosures and the public records linked below
- Registered advisors
- 1
- Public records
- 1
- Other people named
- hidden
- Formed
- unknown
As of · the advisors' Form U4 disclosures and the public records linked below
What it doesHow this is writtenThe description comes from the named source: the advisor’s own disclosure, the company’s website, its SEC Form D industry group, or the NAICS code on an SBA loan. DFX does not restate a legal purpose clause and does not write a description it could not source.
in the words of the record named beside it
- Business
- A••••••••• and tax preparation firm; tax preparation and consulting for a feereportedthe advisor's own disclosure
- Type
- Accounting and taxderived
Observed operations
figures a public record reports; nothing estimated
- Sba-Backed Loans (2)
- $425,000reportedSBA 7(a)/504 loan data, Sep 15, 2025
- Jobs The Sba Loan Supported
- 3reportedSBA 7(a)/504 loan data, Sep 15, 2025
Recent activity
No change observed since DFX began reading the daily IAPD feed on 2026-09-14.
PeopleWhat these connections meanAdvisors are listed because each disclosed this company on their own Form U4. Other people are listed because a public record names them with it (an SEC Form D related person, a state registry principal). These are observed business connections. DFX does not know, and does not suggest, that any of them are an advisor’s clients.
registered advisors who disclosed it, and people other public records name
- D•••• I•• R••• · Presidentregistered with P••••••••• C•••••• A•••••••
Related network
counts across the records on this page
- Registered advisors
- 1reportedself-disclosed
- Their firms
- 1derived
- Other people named
- hiddenreported
Sources and evidence
- SBA 7(a)/504 loan recordexact name, same statecity: HUDSON · name: B••••• A••••••••• S•••••••• I••• · loans: 2 · naics: 541219 · status: EXEMPT · business age: Change of Ownership · business type: CORPORATION · last approval: 2025-09-15