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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-14 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Crestwood Advisors, Llc | Boston | MA | 08/2008 | 12/2016 |
| Crestwood Advisors Group, Llc | Boston | MA | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
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