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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-24 |
Branch Locations
255 State Street 6Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Boston | MA | 07/2015 | 10/2018 |
| Wellesley Investment Partners, Llc | Wellesley | MA | 02/2019 | 10/2020 |
| None | Newton | MA | 11/2018 | 03/2019 |
| Boston Financial Management Llc | Boston | MA | 04/2022 | 11/2024 |
| Cambridge Trust | Cambridge | MA | 10/2020 | 04/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 11/2024 | Present |
SMP Consulting, Inc., not related to investments, Private Residence, Position/Title: Consultant; Start: 6/18/1991; Hours/Month: 4; Hours during Market Hours: 0; Duties: meet with its one employee to review its financials and taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-16 |
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