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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-02-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birchcroft Investments, Llc | Cambridge | MA | 03/2009 | Present |
| Toonces Home Services | Leominster | MA | 01/2007 | 12/2021 |
| Carvana Co. | Framingham | MA | 09/2023 | 01/2025 |
| Carvana Co. | Boston | MA | 01/2025 | Present |
Carvana Co., Regional Site Controller (Start Date: Jan 2025) -- Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. Serves as Regional Site Controller to six of Carvana's 'ADESA' wholesale locations, mostly overseeing day-to-day accounting and working on other ad hoc financial projects. This is a full-time position averaging 40 hours per week, and the role is not investment-related. In order to prevent any perceived or actual conflicts of interest, Birchcroft will not engage in the trading, long or short, of any financial instruments directly related to Carvana (Ticker: CVNA).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-02 |
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