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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windham Capital Management, Llc | Boston | MA | 07/2004 | 11/2019 |
| Webster Bank | Boston | MA | 01/2020 | Present |
| Claritas Advisors Llc | Boston | MA | 03/2024 | Present |
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