DFX Intelligence
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E••••• P••••••• C•••••• o• R•••• I•••••
NonprofitTax-ExemptDisclosed by a registered advisor· MA
Estate planning networking organization, non-profit
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
- Estate planning networking organization, non-profitreportedthe advisor's own disclosure
- Type
- Nonprofitderived
- Status
- Tax-ExemptreportedIRS exempt organisations file
Observed operations
figures a public record reports; nothing estimated
- Total Assets
- $97,327reportedIRS exempt organisations file
- Annual Income
- $60,497reportedIRS exempt organisations file
- Annual Revenue
- $60,497reportedIRS exempt organisations file
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
- C•••••• R••• B••••••••• · Director, President · since 2019-01registered with M••••• S••••••
Related network
counts across the records on this page
- Registered advisors
- 1reportedself-disclosed
- Their firms
- 1derived
- Other people named
- hiddenreported
- Earliest advisor involvement
- 2019-01reportedstart date the advisor printed
Sources and evidence
- IRS exempt organisations fileexact name, same stateein: 471351623 · city: WALTHAM · name: E••••• P••••••• C•••••• O• R•••• I••••• · ntee: S41 · assets: 97327 · income: 60497 · ruling: 201504 · revenue: 60497