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Current Employers
Northstar Asset Management, Inc

2 Harris Avenue, Boston, MA 02130 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-08-28
  • MO RA
    APPROVED
    Since 2025-08-28

Branch Locations

St Louis, MO • United States

2 Harris Avenue, Boston, MA 02130 • 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
Northstar Asset Management, Inc. Boston MA 06/2023 Present
Bottom Line Boston MA 04/2020 06/2023
Right At School Chicago IL 08/2019 02/2020
Masa Israel Teaching Fellows Haifa 08/2018 07/2019
826 Boston Boston MA 09/2017 12/2017
Illinois Holocaust Museum & Education Center Skokie IL 06/2017 08/2017
Tufts University Boston MA 08/2014 06/2018
  • 06/2023 → Present
    Boston, MA
  • 04/2020 → 06/2023
    Bottom Line
    Boston, MA
  • 08/2019 → 02/2020
    Right At School
    Chicago, IL
  • 08/2018 → 07/2019
    Masa Israel Teaching Fellows
    Haifa
  • 09/2017 → 12/2017
    826 Boston
    Boston, MA
  • 06/2017 → 08/2017
    Illinois Holocaust Museum & Education Center
    Skokie, IL
  • 08/2014 → 06/2018
    Tufts University
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-21
  • S65 Uniform Investment Adviser Law Examination
    2025-06-21

View on SEC IAPD

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