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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| NH | RA | APPROVED | 2025-03-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Vineyard Vines | Edgartown | MA | 06/2014 | 09/2019 |
| Edgartown Yacht Club | Edgartown | MA | 06/2017 | 09/2021 |
| Needham Bank | Needham | MA | 03/2020 | 08/2020 |
| Oracle Netsuite | Burlington | MA | 10/2021 | 12/2021 |
| Bank Of America | Boston | MA | 01/2022 | 07/2024 |
| Everybody Fights | Boston | MA | 08/2023 | 07/2024 |
| Lake Street Advisors | Boston | MA | 07/2024 | 02/2025 |
| Scs Capital Management Llc | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-08 |
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