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Madison Jane Desantis

Shepherd Kaplan LLC

Boston, MA

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Current Employers
Shepherd Kaplan Llc

53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-07
  • MA RA
    APPROVED
    Since 2025-05-07

Branch Locations

53 State Street 23Rd Floor, Boston, MA 02109-2820 • 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
Lee Middle & High School Lee MA 12/2012 12/2017
Roger Williams University Bristol RI 12/2017 12/2021
Northwestern Mutual Providence RI 12/2020 05/2021
Shepherd Kaplan Krochuk Llc Boston MA 07/2021 Present
  • 12/2012 → 12/2017
    Lee Middle & High School
    Lee, MA
  • 12/2017 → 12/2021
    Roger Williams University
    Bristol, RI
  • 12/2020 → 05/2021
    Northwestern Mutual
    Providence, RI
  • 07/2021 → Present
    Shepherd Kaplan Krochuk Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03

View on SEC IAPD

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