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One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catalyst Financial Partners | Boston | MA | 09/2025 | Present |
| Endicott College | Beverly | MA | 08/2024 | 05/2025 |
| Myopia Hunt Club | Hamilton | MA | 05/2025 | 09/2025 |
| Trinity College | Hartford | CT | 08/2022 | 08/2024 |
| Umass Amherst | Amherst | MA | 08/2020 | 08/2022 |
| St. John's Prep | Danvers | MA | 08/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-30 |
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