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1201 Hays Street, Tallahassee, FL 32301-2525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
Branch Locations
1201 Hays Street, Tallahassee, FL 32301-2525 • United States
Foxborough, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 09/2015 | 05/2018 |
| Boston Private Wealth | Boston | MA | 05/2018 | 07/2021 |
| Svb Private Wealth | Boston | MA | 07/2021 | 03/2023 |
| First Citizens Wealth | Boston | MA | 03/2023 | 10/2024 |
| Montis Financial | Waltham | MA | 12/2024 | 11/2025 |
| Seven Mile Advisory | Tallahassee | FL | 12/2025 | Present |
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