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125 Newbury St 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaumont Financial Partners, Llc | Needham | MA | 01/2012 | 12/2019 |
| Algorithmic Investment Models, Llc | Needham | MA | 01/2020 | Present |
Mr. Ryan serves as a board member on the DWS RIA Advisory Board, engaging in networking and idea sharing within the national RIA community. This is investment-related business, beginning in Summer of 2020 and averaging a few hours of involvement per month. DWS Distibutors, Inc. is located at 222 South Riverside Plaza, Chicago, IL 60606-5808.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-22 |
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