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265 Franklin Street Suite 1702, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-28 |
Branch Locations
265 Franklin Street Suite 1702, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 09/2014 | 06/2017 |
| Consulting | Wayland | MA | 07/2017 | 12/2017 |
| Sharespost Inc. | San Francisco | CA | 12/2018 | 01/2020 |
| Truelytics, Inc. | Wellesley | MA | 01/2018 | 12/2018 |
| Middlemarch Securities Llc | New York | NY | 10/2020 | Present |
| Convergency Partners Llc | Wayland | MA | 06/2020 | Present |
| Unemployed | Wayland | MA | 02/2020 | 05/2020 |
| Convergency Partners Advisors Llc | Boston | MA | 01/2023 | Present |
| Convergency Partners Advisors Llc | Boston | MA | 04/2023 | Present |
i) Member of Montauk Investment Partners, Passive investment fund; less than 1 hours/month devoted to this activity. ii) Member of Miller Associates, Passive real estate holding LLC ; less than 1 hours/month devoted to this activity. iii) Founder of New Modality Sports, Inc. ; 10 hours/month devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-28 |
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