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2 Oliver Street Suite 806, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fernwood Investment Management, Llc | Quincy | MA | 10/2022 | Present |
| Grace Capital | Quincy | MA | 05/2006 | 09/2022 |
| Zevin Asset Management, Llc | Boston | MA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-28 |
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