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Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-03 |
Branch Locations
Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Boston | MA | 02/2012 | 03/2018 |
| Rbc Global Asset Management (U.S.) Inc. | Boston | MA | 02/2012 | 03/2018 |
| Mbsc Securities Corporation | Boston | MA | 03/2018 | 01/2023 |
| Mellon | Boston | MA | 03/2018 | 09/2021 |
| Newton | Boston | MA | 09/2021 | 01/2023 |
| Inte Securities Llc | Boca Raton | FL | 06/2023 | Present |
| Eolas Capital Llc | Boston | MA | 10/2023 | Present |
| Unemployed | Cohasset | MA | 01/2023 | 06/2023 |
(1) Eolas Capital LLC; Investment-related; Address: Boston, MA; Nature of business: Investment manager; Position/Title: Consultant; Start date: June 2023; Approximate number of hours/month you devote to the other business: 10h/month. (2) INTE Securities LLC; Registered Representative; Investment Related; Boston, MA, Broker Dealer; 10 Hours/Month During Securities Trading Hours; including solicitating private placements on behalf of Partner Managers with whom INTE Securities has executed a Placement Agent Agreement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-13 |
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