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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Wealth Management, Inc. | Lexington | MA | 05/2011 | 10/2019 |
| Hightower Advisors Llc | Lexington | MA | 10/2019 | Present |
Framingham state university MA treasurer. The primary responsibility of the Foundation is to manage private gifts on behalf of the University. Each of the state universities in the Commonwealth of MA have created foundations to accept gifts of all types, including individual financial gifts, appreciated securities, planned gifts, real and personal property, bequests, life insurance, and planned gifts. Start date 10/9/2019, 10 hours per week, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-16 |
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