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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-17 |
Branch Locations
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cresset Asset Management, Llc | Cohasset | MA | 02/2022 | 01/2024 |
| Altar Rock Llc | Cohasset | MA | 02/2024 | Present |
| Altar Rock | Cohasset | MA | 02/2024 | Present |
| Cresset Capital Partners | Chicago | IL | 02/2022 | 01/2024 |
| Fidelity Investments | Smithfield | RI | 02/2014 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-12 |
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