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125 Newbury St 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Algorithmic Investment Models, Llc Dba Aim | Boston | MA | 01/2017 | 01/2025 |
| Self-Employed | Boston | MA | 06/2016 | 12/2016 |
| Algorithmic Investment Models, Llc | Boston | MA | 02/2022 | Present |
12/2015 Bolster Mission Consulting, Inc.; Shareholder/Emeritus Consultant; Entity provides strategic planning and data analysis services to registered non-profit corporations; Not Investment Related; 55 East Monroe St #3800 Chicago, IL 60603; approximately 5 hours/month, 0 hours/during security trading hours; provide pro bono only advice on projects to company's principal, minimal analytical services (e.g. setting up a research data table in SQL).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
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