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Taylor Lynn Kale

Proficio Capital Partners LLC

Newton, MA

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Current Employers
Proficio Capital Partners Llc

300 Washington Street Ste 951 One Gateway Center, Newton, MA 02458-1655 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-14
  • MA RA
    APPROVED
    Since 2025-01-14

Branch Locations

300 Washington Street Ste 951 One Gateway Center, Newton, MA 02458-1655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Family Advisors Llc Boston MA 08/2019 03/2023
Bain Capital Lp Boston MA 07/2015 08/2019
Dell Emc Franklin MA 08/2014 07/2019
Twinfocus Llc Boston MA 03/2023 Present
  • 08/2019 → 03/2023
    Boston Family Advisors Llc
    Boston, MA
  • 07/2015 → 08/2019
    Bain Capital Lp
    Boston, MA
  • 08/2014 → 07/2019
    Dell Emc
    Franklin, MA
  • 03/2023 → Present
    Twinfocus Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-09
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
Designations
Other Names
  • Topakov

View on SEC IAPD

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