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1 Post Office Square Suite 2200, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-11 |
| MA | RA | APPROVED | 2025-11-17 |
| CA | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
1 Post Office Square Suite 2200, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Boston | MA | 12/2006 | 05/2020 |
| Ubs Financial Services Inc. | Boston | MA | 05/2020 | 11/2025 |
| 71 West Capital Partners, Llc | Boston | MA | 11/2025 | Present |
(1) Owner of Camdan Properties, a private real estate company. Organization is not primarily engaged in investment-related activity. Organization operates out of Boston, MA. Start date is 6/15/2023. Less than five hours per year. Duties include managing the affairs of the organization. (2) Owner of Adille, LLC, a real estate company which owns a multi-family asset. Organization is not primarily engaged in invest-related activity. Organization operates out of Boston, MA. Start date was September 30, 2019. Less than two hours per month. Duties include managing the affairs of the organization. (3)DBMG, LLC/PO BOX 5807/ Boston/Massachusetts 02114/Company/ Real Estate /Partner / This is an LLC that holds residential rental real estate. My wife and I are the sole owners./My wife and I buy and manage multi-family residential real estate units./ Receive compensation?: Yes/ Investment in company?: Yes, 100%/ Authority to make investment decisions?: Yes/Start Date 2/1/2008 (4) Ketch DJC III, LLC/PO BOX 5807/ Boston/Massachusetts 02114/United States/Company/Real Estate /Partner/My wife and I buy and manage residential multi-family rental real estate./My wife and I perform all activity necessary to run our RE portfolio./Receive compensation?: Yes/ Investment in company?: Yes, 100%/ Authority to make investment decisions?: Yes/ Start Date 2/1/2008 (5)Prime North End Realty, LLC/ PO Box 5807/ Boston/ Massachusetts 02114/United States/ Company/ Real Estate/Partner/ My wife and I invest in multi-family residential rental real estate./All duties associated with the operation of the properties. My wife runs the management of the operation day-to-day./Receive compensation?: Yes/ Investment in company?: Yes, 100%/ Authority to make investment decisions?: Yes/Start Date2/1/2008 (6)Aidille, LLC/PO BOX 5807/ Boston/ Massachusetts 02114/Company Real Estate/Partner/ My wife and I own multi-family residential rental real estate./We run the real estate portfolio/Receive compensation?: Yes/ Investment in company?: Yes, 100%/ Authority to make investment decisions?: Yes/Start Date 2/1/2008 (7)Breck, LLC United States/PO Box 5807/Boston/ Massachusetts 02114/United States/Company/Real Estate/Partner/ My wife and I invest in multi-family residential real estate./My wife and I run the portfolio. My wife performs all of the day-to-day management./Receive compensation?: Yes/ Investment in company?: Yes, 100%/ Authority to make investment decisions?: Yes/Start Date 2/1/2008 (8) Camdan, LLC/PO Box 5807/ Boston/ Massachusetts 02114 / United States/ Company/Real Estate / Partner / My wife and I buy multi-family residential rental real estate./My wife and I have run our RE entities for 12 years./ Receive compensation?: Yes/ Investment in company?: Yes, 100%/ Authority to make investment decisions?: Yes/Start Date"(1) Owner of Camdan Properties, a private real estate company. Organization is not primarily engaged in investment-related activity. Organization operates out of Boston, MA. Start date is 6/15/2023. Less than five hours per year. Duties include managing the affairs of the organization. (2) Owner of Adille, LLC, a real estate company which owns a multi-family asset. Organization is not primarily engaged in invest-related activity. Organization operates out of Boston, MA. Start date was September 30, 2019. Less than two hours per month. Duties include managing the affairs of the organization. (3)DBMG, LLC/PO BOX 5807/ Boston/Massachusetts 02114/Company/ Real Estate /Partner / This is an LLC that holds residential rental real estate (9)The Dexter Southfield School/ 20 Newton Street/Brookline/ Massachusetts02445/ United States/ www.dextersouthfield.org/ Educational Establishment/ Education/grammar and secondary school/Advisor or advisory group member if advice given may influence an officer or board /I am a Board member, and member of the Strategic and Long-term Planning, Investment and Admissions and Diversity Committee/ Start Date 5/1/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-14 |
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