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125 High Street Suite 431, Boston, MA 02110-1529 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-02 |
Branch Locations
125 High Street Suite 431, Boston, MA 02110-1529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Boston | MA | 10/2019 | 10/2023 |
| Panagora Asset Management, Inc. | Boston | MA | 05/2018 | 10/2023 |
| State Street Bank & Trust Company | Quincy | MA | 08/2016 | 05/2018 |
| Massachusetts Crease Llc | Norwell | MA | 09/2017 | 12/2017 |
| Breckinridge Capital Advisors, Inc. | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
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