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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-09 |
| MA | RA | APPROVED | 2018-03-19 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
1400 Computer Drive Suite 105, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 07/2014 | 11/2024 |
| Winthrop Advisory Group Llc | Boston | MA | 04/2017 | Present |
11/26/2019 - DCFAF CF, LLC - Not Investment Related - Location/Address: N/A - Business Entity For Tax/Investment Purposes Only - Started 09/26/2019 - 0 Hours Per Month - Investment Income Only. 11/26/2019 - CW CO-INVEST, LLC - Not Investment Related - Location/Address: N/A - Business Entity For Tax/Investment Purposes Only - Started 09/26/2019 - 0 Hours Per Month. 11/5/2020 - Cirque Holding, LLC - Investment Related - 41 Winchester Street, Boston, MA 02116 - Business Entity For Tax/Investment Purposes Only - Owner - Started 10/29/2020 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
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