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45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-12 |
Branch Locations
Oak Bluffs, MA • United States
45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandler, O'NEill & Partners, L.P. | Boston | MA | 04/1998 | 01/2020 |
| Piper Sandler & Co. | Boston | MA | 01/2020 | 07/2023 |
| Pallas Capital Advisors, Llc | Braintree | MA | 03/2024 | Present |
| Unemployed | Oak Bluffs | MA | 08/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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