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One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-19 |
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 Wealth Management | Boston | MA | 11/2007 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-06 |
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