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One Congress Street Suite 3101, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-14 |
Branch Locations
One Congress Street Suite 3101, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Trust Private Wealth Management | Boston | MA | 03/2012 | 03/2019 |
| Bainco International Investors Llc | Boston | MA | 03/2019 | 11/2019 |
| Trillium Asset Management, Llc | Boston | MA | 02/2022 | Present |
| Bny Mellon | Boston | MA | 01/2020 | 01/2022 |
Nakia is engaged in a (non-investment-related) business activity as a local board member with Jumpstart, a national early education organization, located at 308 Congress Street, Suite 6, Boston Ma, 02210. Nakia has been a member of this organization since January 2016, spending approximately 3 hours per month, none during securities trading hours. Nakia provides Jumpstart's local chapter with thought leadership and supports local events. Nakia is engaged in a (non-investment-related) business activity as a board member on the finance committee with Tomorrow's Women Today, a network for women who have been identified within their profession as future leaders, located at 713 Jerusalem Road, Cohasset, MA 02025. Nakia has been a member of this organization since January 2020, spending approximately 3 hours per month, none during securities trading hours. Nakia reviews Tomorrow's Women Today's financials (non-investment) materials provided by CPA and discusses with founder of the local chapter. Nakia is engaged in a (non-investment-related) business activity as an active member with Boston Women's Leadership Council, a not-for-profit organization designed specifically for successful female executives seeking like-minded professionals, located 713 Jerusalem Road, Cohasset, MA 02025. Nakia has been a member of this organization since January 2018, spending approximately 3 hours per month, none during securities trading hours. Nakia attends events on behalf of the Boston Women's Leadership Council.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
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