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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-24 |
| MA | RA | APPROVED | 2018-11-14 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newbury Street Capital Limited Partnership | Boston | MA | 09/2014 | 02/2017 |
| Bainco International Investors Llc | Boston | MA | 09/2014 | 10/2018 |
| Bainco International Investors Llc | Boston | MA | 12/2016 | 10/2018 |
| Crestwood Advisors Group, Llc | Boston | MA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-23 |
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