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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-30 |
Branch Locations
160 Gould St Suite 203, Needham, MA 02494 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ethic Wealth Advisors, Llc | Boston | MA | 03/2020 | 08/2021 |
| Brown Brothers Harriman & Co. | Boston | MA | 08/2008 | 03/2020 |
| Fiduciary Trust Company | Boston | MA | 08/2021 | 04/2022 |
| M Holdings Securities, Inc. | Portland | OR | 05/2022 | Present |
| The Coyle Company Insurance Group, Llc | Needham | MA | 04/2022 | Present |
1) The Coyle Company Insurance Group, LLC; 160 Gould Street, Needham, MA 02494; 04/04/2022; Vice President; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions, Wages/Salary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
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