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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
45 Newbury Street Ste. 404, Boston, MA 02116 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Boston | MA | 10/2024 | Present |
| Standish Management, Llc | Boston | MA | 11/2023 | 10/2024 |
| Mfs Investment Management | Boston | MA | 01/2023 | 07/2023 |
| Rochester Electronics, Llc | Newburyport | MA | 06/2021 | 08/2021 |
| Janney Montgomery Scott, Llc | Glastonbury | CT | 12/2019 | 02/2020 |
| Twin Hills Country Club | Longmeadow | MA | 04/2018 | 08/2019 |
| Unemployed - Attended High School | Longmeadow | MA | 04/2014 | 04/2018 |
| College | Beverly | MA | 08/2019 | 12/2019 |
| College | Beverly | MA | 02/2020 | 06/2021 |
| College | Beverly | MA | 08/2021 | 01/2023 |
| Unemployed | Boston | MA | 07/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
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