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118 Newbury Street Suite 2, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-03 |
Branch Locations
118 Newbury Street Suite 2, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Family Advisors Llc | Boston | MA | 08/2024 | Present |
| Bessemer Trust | Garden City | NY | 08/2019 | 08/2022 |
| Suny Binghamton | Binghamton | NY | 08/2017 | 05/2019 |
| Boston College | Boston | MA | 08/2022 | 05/2024 |
| Suffolk Community College | Selden | NY | 08/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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