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20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-16 |
| VT | RA | APPROVED | 2024-05-23 |
Branch Locations
20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Boston | MA | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 02/2018 |
| First Republic Investment Management, Inc. | Boston | MA | 02/2018 | 06/2023 |
| First Republic Securities Company, Llc | Boston | MA | 02/2018 | 06/2023 |
| J.P. Morgan Securities Llc | Palm Beach | FL | 07/2023 | 10/2023 |
| Catalytic Wealth Management | Cambridge | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-04 |
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