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Current Employers
Battle Green Advisors

Lexington, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-14
  • MA RA
    APPROVED
    Since 2021-07-14

Branch Locations

Lexington, MA • 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
Battle Green Advisors Llc Woburn MA 07/2020 Present
Epsilon Wakefield MA 08/2012 06/2021
  • 07/2020 → Present
    Battle Green Advisors Llc
    Woburn, MA
  • 08/2012 → 06/2021
    Epsilon
    Wakefield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-30
  • S65 Uniform Investment Adviser Law Examination
    2020-10-30

View on SEC IAPD

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