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277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-05-08 |
Branch Locations
277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | Boston | MA | 04/2005 | 02/2017 |
| Single Point Partners | Boston | MA | 03/2017 | Present |
1) The Home For Little Wanderers - Board of Directors; Investment Related; Address:10 Guest Street, Boston, MA 02135; Position: Board Member & Investment Sub-committee Chair; Nature of position: Assist in creation of organization's investment policy statement and selection of endowment investment manager; Approximately 2-4 hrs/month devoted; Start Date:12/2014; Not compensated for board membership 2) MassVentures - Board of Directors; Investment Related; Address:308 Congress Street, 5th Floor, Boston, MA 02210; Position: Board Member; Nature of position: Attend monthly board meetings and assist in corporate governance and vote on investment selection; Approximately 3 hrs/month devoted; Start Date:02/2017; Not compensated for board membership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-19 |
| S66 | Uniform Combined State Law Examination | 2004-01-13 |
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