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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-10 |
Branch Locations
255 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Investment Partners, Llc | Wellesley | MA | 09/2014 | 10/2020 |
| Boston Financial Management Llc | Boston | MA | 05/2021 | 11/2024 |
| Cambridge Trust Company | Cambridge | MA | 11/2020 | 12/2020 |
| Unemployed | Wellesley | MA | 01/2021 | 04/2021 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2024 | Present |
Name: Heatewell LLC; Investment-Related: No Address: Private Residence; Nature: Real Estate Holding company; Position/Title: Sole member; Start: 8.1.22; Hours/Month: 0; Hours during Market Hours: 0; Duties: passive real estate holdings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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