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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| MA | RA | APPROVED | 2026-06-22 |
Branch Locations
155 Seaport Blvd., Boston, MA 02210-2698 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers Llc | Boston | MA | 05/2026 | Present |
| Pnc Bank | Boston | MA | 07/2023 | 04/2026 |
| Pnc Bank | Louisville | KY | 06/2021 | 07/2023 |
| Kent State University | Kent | OH | 08/2017 | 05/2021 |
| Mccdowell High School | Erie | PA | 08/2013 | 07/2017 |
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