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1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-24 |
| CA | RA | APPROVED | 2025-05-23 |
| NH | RA | APPROVED | 2025-05-23 |
Branch Locations
18 Shipyard Drive #2A, Hingham, MA 02043 • United States
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 07/2009 | 02/2018 |
| Tortoise Securities, Llc | Leawoood | KS | 02/2018 | 01/2021 |
| Bramalea Partners, Llc | Medfield | MA | 02/2021 | 03/2025 |
| The Oglethorpe Collective, Llc ("Toc-23") | Hingham | MA | 04/2025 | Present |
1) The Oglethorpe Collective, LLC ("TOC-23"): Investment-related, 18 Shipyard Drive #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, CEO, 04/2025- present, 120 hours/month during trading hours. 2) Bramalea Partners, LLC: Investment-related; 30 Quarry Rd, Medfield, MA 02052, Owner and member of advisory board, 02-2021-present, 3 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-20 |
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