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84 State Street, Suite 1060, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
84 State Street, Suite 1060, Boston, MA 02109 • United States
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Egmont Llc | Saint Petersburg | FL | 08/2024 | Present |
| Axon | Scottsdale | AZ | 06/2024 | 08/2024 |
| Allego | Waltham | MA | 03/2020 | 05/2024 |
| Kantar | Chicago | IL | 04/2018 | 03/2020 |
| Allego | Waltham | MA | 03/2017 | 04/2018 |
| Comscore | Reston | VA | 04/2016 | 03/2017 |
?Egmont LLC ?Not investment related ?7901 4th St N STE 300, St Petersburg FL 33702 ?Consulting ?Owner ?Owner/CEO ?August 29, 2024 ?0 - if the hours are as of 4/1 - 40 per week of prior to 4/1 ?Duties include sales and marketing strategy development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-13 |
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