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62 Plympton Street, Boston, MA 02118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-04-04 |
| NH | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icapital, Llc | Boston | MA | 05/2016 | Present |
| M.E.R. Joolz | Harvard | MA | 07/2005 | Present |
M.E.R. Joolz - not investment related, Harvard, MA, Jewelry Company, Founder/Owner/Designer, started in 07-2005, 20 hours a week, not during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-13 |
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