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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
Branch Locations
One Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | Boston | MA | 06/2019 | 09/2019 |
| Bny Mellon (Pershing Llc) | Boston | MA | 05/2011 | 06/2019 |
| Penobscot Investment Management Company, Inc. | Boston | MA | 09/2019 | 07/2023 |
| Corient | Boston | MA | 09/2024 | Present |
| Corient Services Llc | Miami | FL | 09/2024 | Present |
| Incadense Corp | Wilmington | DE | 12/2023 | 09/2024 |
| Unemployed | Boston | MA | 07/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-12 |
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