Joshua Lawson Hurst

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-05-06
CT	RA	APPROVED	2021-11-10

Branch Locations

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

Organization	City	State	From	To
Bank Of America	Boston	MA	06/2020	08/2020
Actifio	Waltham	MA	06/2019	02/2020
Butcher Boy	North Andover	MA	05/2018	08/2018
Butcher Boy	North Andover	MA	05/2017	08/2017
Unemployed	Andover	MA	09/2016	05/2017
Unemployed	Syracuse	NY	09/2017	05/2018
Unemployed	Syracuse	NY	09/2018	05/2019
Unemployed	Syracuse	NY	03/2020	05/2020
Unemployed	Syracuse	NY	09/2020	07/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	07/2021	Present
Bank Of America, N.A.	Boston	MA	12/2021	Present

06/2020 → 08/2020

Bank Of America

Boston, MA
06/2019 → 02/2020

Actifio

Waltham, MA
05/2018 → 08/2018

Butcher Boy

North Andover, MA
05/2017 → 08/2017

Butcher Boy

North Andover, MA
09/2016 → 05/2017

Unemployed

Andover, MA
09/2017 → 05/2018

Unemployed

Syracuse, NY
09/2018 → 05/2019

Unemployed

Syracuse, NY
03/2020 → 05/2020

Unemployed

Syracuse, NY
09/2020 → 07/2021

Unemployed

Syracuse, NY
07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
12/2021 → Present

Bank Of America, N.A.

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-09

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