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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-21 |
Branch Locations
One Federal Street 19Th Floor, Boston, MA 02110 • UNITED STATES
One Federal Street 19Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2016 | 10/2016 |
| Mcadam Llc | Boston | MA | 06/2016 | 10/2016 |
| Mml Investors Services, Llc | Boston | MA | 04/2017 | 05/2018 |
| Unemployed | Boston | MA | 11/2016 | 03/2017 |
| Moors & Cabot Inc | Boston | MA | 05/2018 | Present |
Acadia Management Company; Single Family Office; Board of Directors; Chair of Investment Oversight Committee to monitor performance & fees of 3rd party RIAs; 45 School Street Suite 402, Boston, MA 02108; receives compensation; 8 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-01 |
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