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44 School Street Suite 410, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-01-02 |
| MA | RA | APPROVED | 2024-01-24 |
Branch Locations
44 School Street Suite 410, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 06/2016 | 02/2021 |
| Morgan Stanley & Co. Llc | New York | NY | 03/2021 | 08/2022 |
| Morgan Stanley Services Group, Inc. | New York | NY | 03/2021 | 08/2022 |
| Timber Creek Capital Management, Llv | Boston | MA | 10/2023 | Present |
| Grant Thornton | New York | NY | 08/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
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