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3 South Prospect Avenue Suite 201, Park Ridge, IL 60068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
3 South Prospect Avenue Suite 201, Park Ridge, IL 60068 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Invictus Collective | Boston | MA | 05/2026 | Present |
| Mfs Investments | Boston | MA | 08/2025 | 05/2026 |
| Mfs Investments | Boston | MA | 06/2021 | 08/2025 |
| Lawerence Academy | Groton | MA | 05/2018 | 05/2021 |
| Vermont Academy | Saxtons River | VT | 05/2016 | 05/2018 |
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