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One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axtria | Boston | MA | 07/2020 | 06/2021 |
| Upholdings Group Llc | Boston | MA | 07/2021 | 09/2024 |
| Cantella | Boston | MA | 06/2020 | 09/2020 |
| Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Cantella | Boston | MA | 06/2019 | 09/2019 |
| Crestwood Advisors | Boston | MA | 09/2024 | 10/2025 |
| Lmcg Investments, Llc | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-17 |
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