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Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-01 |
| MA | RA | APPROVED | 2021-10-26 |
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 |
|---|---|---|---|---|
| Bridgewater Associates | Westport | CT | 03/2016 | 04/2017 |
| Bny Mellon Investment Management (North America) | Boston | MA | 07/2017 | 02/2021 |
| Eolas Capital Llc | Boston | MA | 03/2021 | Present |
| Unemployed | Boston | MA | 04/2017 | 07/2017 |
| Inte Securities Llc | Boca Raton | FL | 03/2022 | Present |
Loot Financial Services Corp; Yes; 7 Dwiggins Path, Hingham, MA 02043; Merchant Credit Advance Platform; Strategic Advisor; 05/30/2023; 2 hours per month none during trading hours; provide strategic guidance . inCadense Corp; No; 112 S. French St., Wilmington DE 19801; Software platform for money managers; Advisory Board Member; 11/2025; 2 hours per quarter during trading hours; provide strategic guidance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-09 |
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