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2 Oliver Street Suite 806, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 05/2015 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 05/2018 |
| Tiaa | Cambridge | MA | 06/2018 | 05/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 06/2018 | 05/2022 |
| Zevin Asset Management, Llc | Boston | MA | 06/2022 | Present |
TRANSFORMATIVE CULTURE PROJECT POSITION: To serve as Treasurer on the Board of Directors NATURE: The Transformative Culture Project works with youth and adult artists to help them create social and economic power through their art. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/25/2022 ADDRESS: 572 Columbia Road, Dorchester MA 02125, United States DESCRIPTION: To serve as Treasurer on the Board of Directors of Transformative Culture Project, a not-for-profit youth arts organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-13 |
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