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One Boston Place Suite 2600, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-26 |
Branch Locations
One Boston Place Suite 2600, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Source Capital Group, Inc. | Westport | CT | 03/2015 | 10/2016 |
| Heng Ren Partners, Llc | Boston | MA | 11/2013 | Present |
| Heng Ren Partners, Llc | Boston | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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