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One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-03 |
| MA | RA | APPROVED | 2021-08-31 |
Branch Locations
One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catalyst Financial Partners | Boston | MA | 08/2021 | Present |
| Bny Mellon, Na | Boston | MA | 05/2010 | 08/2021 |
Ernest Blaney Dane, Jr. Residuary Trust - 1966; investment-related; c/o Welch & Forbes, 45 School Street Boston, MA 02108; irrevocable trust; Co-Trustee; started 08/2021; approximately 5 hours per month, none during securities trading hours; serves as family trustee alongside disinterested trustee for the administration and oversight of an irrevocable trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-28 |
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