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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-20 |
| MA | RA | APPROVED | 2024-05-22 |
Branch Locations
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
515 N Flagler Drive, Suite 1900, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2014 | 07/2018 |
| Bank Of America, Na | Boston | MA | 09/2014 | 07/2018 |
| Neuberger Berman | Boston | MA | 07/2018 | 03/2020 |
| Jpmorgan Chase Bank Na | Boston | MA | 03/2020 | 12/2022 |
| Jpmorgan Securities Llc | Boston | MA | 03/2020 | 12/2022 |
| Scs Capital Management, Llc | Boston | MA | 05/2024 | Present |
| Self-Employed | Newton | MA | 01/2023 | 04/2024 |
Entity Name: Noble and Greenough School Investment related: Yes Address: 10 Campus Drive Dedham, MA 02026 Nature of the other business: Independent School, Grades 7-12 Position/Title/Relationship: Trustee; Chair of the Investment Committee Start Date: 08-Sep-2020 Approximate # of hours a month: 6 committee meetings per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chair of the Investment Committee; I am already a trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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