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Current Employers
Smartleaf Asset Management Llc

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-25
MA RA APPROVED 2015-12-11
  • TX RA
    APPROVED
    Since 2016-08-25
  • MA RA
    APPROVED
    Since 2015-12-11

Branch Locations

One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smartleaf Inc Cambridge MA 07/2013 Present
Smartleaf Asset Management Cambridge MA 10/2015 Present
  • 07/2013 → Present
    Smartleaf Inc
    Cambridge, MA
  • 10/2015 → Present
    Smartleaf Asset Management
    Cambridge, MA
Designations

View on SEC IAPD

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