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116 Walton Park, Melrose, MA 02176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access Properties | Melrose | MA | 11/2022 | Present |
| Access Property Advisors | Melrose | MA | 02/2025 | Present |
| Barrett Sotheby's International Realty | Winchester | MA | 02/2024 | Present |
| European Investment Bank | Luxembourg City | 12/2018 | 04/2019 | |
| European Investment Bank | Luxembourg City | 05/2016 | 11/2018 | |
| Consulate General Of Greece In Boston | Boston | MA | 09/2020 | 06/2021 |
| Fletcher School Of Law And Diplomacy - Tufts University | Boston | MA | 07/2019 | 08/2020 |
| Relocation | Boston | MA | 05/2019 | 06/2019 |
| Access Properties | Boston | MA | 07/2021 | 10/2022 |
Yes. I am engaged in the following other business activities: Access Properties LLC (investment-related) 116 Walton Park, Melrose, MA 02176 The company focuses on real estate investment. I am the Founder and Chief Executive Manager. Currently, I oversee real estate investments held within Access Properties LLC in my capacity as the manager of an affiliated real estate investment entity. Upon the establishment and operational readiness of Access Investment Management, Inc., financial advisory and investment management services will be provided through that entity, and Access Properties LLC will function solely as an investment vehicle. Hours per month: 5 Hours per month during securities trading hours: 0 Start date: 11/2022 Access Property Advisors LLC (non-investment-related) 116 Walton Park, Melrose, MA 02176 The company provides real estate project management, construction oversight, and property management services. I am the Founder and Co-Chief Executive Manager. My responsibilities include project management, construction oversight, and property management services. Hours per month: 20 Hours per month during securities trading hours: 20 Start date: 02/2025 Barrett Sotheby's International Realty (non-investment-related) 48 Mount Vernon Street, Winchester, MA 01890 The company provides residential real estate brokerage services. I am a licensed real estate agent (Realtor) representing buyers, sellers, and renters. Hours per month: 5 Hours per month during securities trading hours: 0 Start date: 02/2024 These activities are conducted outside of Access Investment Management, Inc. and may present potential conflicts of interest, which are disclosed to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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