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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-21 |
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 |
|---|---|---|---|---|
| Sandy Cove Advisors, Llc | Hingham | MA | 06/2021 | 10/2022 |
| Banyan Tree Global | Boston | MA | 05/2020 | 05/2021 |
| The Black Dog | Falmouth | MA | 05/2018 | 05/2021 |
| Fiera Capital | Boston | MA | 06/2019 | 08/2019 |
| The Black Dog | Vineyard Haven | MA | 06/2016 | 08/2017 |
| Wake Forest University | Winston Salem | NC | 08/2016 | 05/2020 |
| Natixis Distribution, Llc | Boston | MA | 10/2022 | Present |
| Natixis Advisors, Llc | Boston | MA | 10/2022 | Present |
Real Broker / No / Hingham, MA / Real Estate Sales / Agent / 5-2-24 / 40 / 0 / Real Estate Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-20 |
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