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Current Employers
Washington Financial Group, Inc.

832 Main Street, 2Nd Floor, Osterville, MA 02655 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-10-25
  • MA RA
    APPROVED
    Since 2022-10-25

Branch Locations

Centerville, MA • United States

832 Main Street, 2Nd Floor, Osterville, MA 02655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Down Cap, Llc Newton MA 10/2021 08/2023
Washington Financial Group, Inc. Osterville MA 02/2020 Present
Cape Cod Five Cents Saving Bank Hyannis MA 09/2019 09/2021
The University Of Albama Tuscaloosa AL 06/2015 06/2019
Hyannisport Club Hyannis Port MA 06/2019 11/2019
Hyannisport Club Hyannisport Club MA 12/2010 01/2017
Oyster Harbors Club Osterville MA 06/2017 12/2018
Starbucks Corp. Hyannis MA 06/2015 06/2017
Loft - Ann, Inc. Hyannis MA 12/2017 12/2018
Kittansett Club Marion MA 06/2019 09/2021
Cape Cod Five Cents Savings Bank Orleans MA 06/2018 01/2019
Kranz Consulting, Inc. San Francisco CA 12/2024 Present
  • 10/2021 → 08/2023
    Fifth Down Cap, Llc
    Newton, MA
  • 02/2020 → Present
    Osterville, MA
  • 09/2019 → 09/2021
    Cape Cod Five Cents Saving Bank
    Hyannis, MA
  • 06/2015 → 06/2019
    The University Of Albama
    Tuscaloosa, AL
  • 06/2019 → 11/2019
    Hyannisport Club
    Hyannis Port, MA
  • 12/2010 → 01/2017
    Hyannisport Club
    Hyannisport Club, MA
  • 06/2017 → 12/2018
    Oyster Harbors Club
    Osterville, MA
  • 06/2015 → 06/2017
    Starbucks Corp.
    Hyannis, MA
  • 12/2017 → 12/2018
    Loft - Ann, Inc.
    Hyannis, MA
  • 06/2019 → 09/2021
    Kittansett Club
    Marion, MA
  • 06/2018 → 01/2019
    Cape Cod Five Cents Savings Bank
    Orleans, MA
  • 12/2024 → Present
    Kranz Consulting, Inc.
    San Francisco, CA
Other Businesses

Kranz Consulting; Investment Related; 655 Montgomery Street Suite 1200 San Francisco, CA 94111; Third Party Fund Administration Services - Venture Capital; Senior Accountant - Venture Capital Division; Accounting Consultant; 12/30/2024; 168 Hours/Month; Flexible; Fund accounting administration for clients, including but not limited to, financial statements preparation, payroll management, daily & monthly general accounting responsibilities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-30
  • S65 Uniform Investment Adviser Law Examination
    2022-07-30

View on SEC IAPD

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