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1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| CA | RA | APPROVED | 2026-04-07 |
| NH | RA | APPROVED | 2026-04-07 |
Branch Locations
40 North Street Unit 2, Hingham, MA 02043 • United States
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inflection Capital Management, Llc Dba The Oglethorpe Collective | Hingham | MA | 03/2026 | Present |
| Inflection Capital Management, Llc Dba The Oglethorpe Collective | Hingham | MA | 09/2025 | 03/2026 |
| Focus Partners Wealth | Boston | MA | 04/2019 | 02/2022 |
| Focus Partners Wealth | Boston | MA | 02/2022 | 07/2023 |
| Focus Partners Wealth | Boston | MA | 07/2023 | 09/2025 |
| Citigroup, Inc. | Getzville | NY | 08/2016 | 01/2018 |
| Citigroup, Inc. | Getzville | NY | 01/2018 | 12/2018 |
| Unemployed | Boston | MA | 12/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
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