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Pearson Financial Services registers with the SEC (Dennis, MA)
New SEC-registered adviser · CRD 130143 · 801-137077 · effective 2026-08-21
Effective 2026-08-21. 8 employees (3 advisory), $885M regulatory AUM across 1921 accounts. Notice-filed in NH, VT, CO, MD, MA, NJ +8. Limited Liability Company (MA).
Notice-filed in 5+ states