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801 Cambridge Street, Cambridge, MA 02141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-29 |
| NH | RA | APPROVED | 2018-02-26 |
| MA | RA | APPROVED | 2007-11-07 |
Branch Locations
799 Cambridge Street, Cambridge, MA 02141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-11 |
Branch Locations
799 Cambridge Street, Cambridge, MA 02141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davinci Capital Management, Inc. | Cambridge | MA | 10/2007 | Present |
COMPREHENSIVE INSURANCE PROVIDERS GROUP INSURANCE- HEALTH, DENTAL, LIFE, LTC FIXED INSURANCE PRODUCTS NON-SECURITIES RELATED 3/2008, 28 HOURS WEEK (DURING TRADING HOURS) CIP CAPITAL MANAGEMENT LLC REGISTERED INVESTMENT ADVISOR SECURITIES RELATED, APPROX 5 HOURS WEEK DURING TRADING HOURS 06/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-24 |
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