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832 Main Street, 2Nd Floor, Osterville, MA 02655 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
Branch Locations
Centerville, MA • United States
832 Main Street, 2Nd Floor, Osterville, MA 02655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-30 |
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