530 Great Road, Acton, MA, 01720
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joseph serves as Trustee for Acer Palmatum Revocable Trust since 2020, dedicating a few hours per week to coordinate maintenance, run accounting, and manage tenants. He also serves as Trustee for 530 Great Road Realty Trust since 2024, spending about 10-20% of his time on similar duties.