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Beverly, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-04-14 |
Branch Locations
Mount Kisco, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nu Paradigm Investment Partners Llc | Boston | MA | 02/2014 | Present |
| Wall Street Access Asset Management | New York | NY | 04/2017 | 02/2019 |
| Fulcrum Asset Management | New York | NY | 05/2022 | 11/2022 |
| Aberdeen Standard Investments, Inc | New York | NY | 02/2019 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-29 |
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