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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust | Boston | MA | 01/2025 | Present |
| Rwa Wealth Partners | Newton | MA | 05/2023 | 01/2025 |
| Fuse Research Network | Needham | MA | 11/2022 | 04/2023 |
| Captrust | San Antonio | TX | 01/2022 | 11/2022 |
| Captrust | Boston | MA | 01/2020 | 01/2022 |
| Roman Catholic Archdiocese Of Boston | Braintree | MA | 09/2019 | 01/2020 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 09/2017 | 09/2019 |
| Knights Of Columbus | New Haven | CT | 05/2016 | 09/2017 |
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