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One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-25 |
| MA | RA | APPROVED | 2015-02-18 |
Branch Locations
One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smartleaf, Inc | Cambridge | MA | 05/1999 | Present |
| Smartleaf Asset Management, Llc | Cambridge | MA | 06/2014 | Present |
I AM THE MANAGER OF MICHAEL FAMILY VENTURES, LLC (MFV), A FAMILY HELD FIRM WHOSE PURPOSE IS TO INVEST AND MANAGE ASSETS FOR ITS SHAREHOLDERS, I.E. CLOSE RELATIVES (PARENTS, SIBLING, NIECES, NEPHEWS). MANAGER DUTIES INCLUDE INVESTMENTS, FILING TAX RETURNS, STATE FILINGS, ETC. MFV HAS NO INVESTMENT IN OR CONNECTION TO SMARTLEAF, INC. OR SMARTLEAF ASSET MANAGEMENT, LLC. MFV ADDRESS IS 22200 CHINOK ROAD, WOODWAY WA 98020. HOURS/MONTH DEVOTED TO MFV IS ONE. HOURS DEVOTED TO MFV DURING SECURITIES TRADING HOURS IS ZERO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-16 |
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