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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-11-04 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Congress Wealth Management Llc | Boston | MA | 02/2009 | 09/2020 |
| Congress Wealth Management, Llc | Boston | MA | 09/2020 | Present |
1) Trustee/Co-Trustee; Investment Related; Appx. 3. Hrs/Mnth; Serves as the trustee and co-trustee of various trusts, some of which are Congress Wealth Management LLC clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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