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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Antiochian Village | Bolivar | PA | 02/2018 | 08/2019 |
| Antiochian Village | Bolivar | PA | 05/2016 | 08/2017 |
| Umass Amherst Athletic Department | Amherst | MA | 02/2018 | 12/2018 |
| Thrivent Investment Management Inc | Marstons Mills | MA | 06/2021 | 07/2024 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2014 | 05/2018 |
| Babson College | Babson Park | MA | 08/2019 | 05/2020 |
| Unemployed (Volunteering) | Norwood | MA | 05/2020 | 05/2021 |
| Thrivent Investment Management Inc. | Marstons Mills | MA | 08/2021 | 07/2024 |
| Blue Jean Financial Llc | Marstons Mills | MA | 07/2024 | 10/2024 |
| Natixis Distribution, Llc | Boston | MA | 11/2024 | Present |
| Natixis Advisors, Llc | Boston | MA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
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