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222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
Branch Locations
222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 08/2018 | 08/2021 |
| U.S. Trust | Boston | MA | 06/2016 | 08/2018 |
| Gw&K Investment Management | Boston | MA | 08/2021 | Present |
Description of Business Activity: Selling advisory services offered by GW&K Investment Management Address: 222 Berkeley Street Suite 1500 - Boston, MA 02215 GW&K investment is an investment management firm that primarily provides investment advisory and marketing services for GW&K's investment products and funds. AMG Distributors is an affiliate of GW&K Investment Management Start date was 08/09/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-13 |
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