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Beverly, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nu Paradigm Investment Partners | Boston | MA | 01/2014 | Present |
| Wall Street Access Asset Management | New York | NY | 05/2017 | 02/2019 |
| Aberdeen Standard Investments., Inc | Boston | MA | 01/2019 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-29 |
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