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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-04 |
Branch Locations
1 Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshire Bank | Pittsfield | MA | 09/2016 | 12/2017 |
| William Blair | Chicago | IL | 12/2017 | 04/2019 |
| Rockland Trust | Hanover | MA | 04/2019 | 05/2024 |
| Corient | Boston | MA | 05/2024 | Present |
| Corient Services Llc | Miami | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
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