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Nicole Anne Bogert

Purefi Wealth, LLC

Boston, MA

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Current Employers
Purefi Wealth, Llc

10 Post Office Square Suite 710, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-18
  • MA RA
    APPROVED
    Since 2025-06-18

Branch Locations

10 Post Office Square Suite 710, Boston, MA 02109 • 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
Purefi Wealth, Llc Boston MA 11/2023 Present
Rapture Salon, Llc Pembroke MA 09/2022 10/2023
Svb Wealth, Llc Boston MA 07/2021 11/2023
Boston Private Wealth, Llc Boston MA 06/2018 07/2021
University Of New Hampshire Durham NH 08/2016 05/2017
University Of New Hampshire Durham NH 08/2017 05/2018
Bank Of New Hampshire Laconia NH 05/2017 08/2017
Sawyer'S Dairy Bar Gilford NH 06/2017 08/2017
  • 11/2023 → Present
    Purefi Wealth, Llc
    Boston, MA
  • 09/2022 → 10/2023
    Rapture Salon, Llc
    Pembroke, MA
  • 07/2021 → 11/2023
    Svb Wealth, Llc
    Boston, MA
  • 06/2018 → 07/2021
    Boston Private Wealth, Llc
    Boston, MA
  • 08/2016 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 08/2017 → 05/2018
    University Of New Hampshire
    Durham, NH
  • 05/2017 → 08/2017
    Bank Of New Hampshire
    Laconia, NH
  • 06/2017 → 08/2017
    Sawyer'S Dairy Bar
    Gilford, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-05-30
Other Names
  • Nicole Bogert

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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