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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
| NH | RA | APPROVED | 2026-04-06 |
Branch Locations
145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • United States
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Street Advisors | Portsmouth | NH | 04/2019 | 01/2021 |
| Easterly Partners Group | Beverly | MA | 01/2018 | 04/2019 |
| Unemployed | North Hampton | NH | 09/2017 | 01/2018 |
| Arabella Advisors | San Francisco | CA | 01/2017 | 09/2017 |
| Bluetown | San Francisco | CA | 01/2016 | 12/2016 |
| Jordan Park Group Llc | Portsmouth | NH | 01/2021 | 02/2025 |
| Ten Mountain Capital Llc | Boston | MA | 03/2025 | 03/2026 |
| Scs Capital Management, Llc | Portsmouth | NH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-03 |
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