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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-30 |
Branch Locations
1 Post Office Square Suite 2400, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 06/2019 | 10/2022 |
| Northeastern University | Boston | MA | 06/2018 | 06/2019 |
| Fortis Management Group | Waltham | MA | 01/2018 | 06/2018 |
| Northeastern University | Boston | MA | 06/2017 | 01/2018 |
| Fidelity Investments | Boston | MA | 01/2017 | 06/2017 |
| Northeastern University | Boston | MA | 06/2016 | 01/2017 |
| Breeds Hill Capital Llc | Boston | MA | 10/2022 | 09/2025 |
| Corient Services Llc | Miami | FL | 09/2025 | Present |
| Corient | Boston | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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