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Current Employers
Davinci Capital Management, Inc.

801 Cambridge Street, Cambridge, MA 02141 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2012-01-24
MA RA APPROVED 2012-01-06
  • NH RA
    APPROVED
    Since 2012-01-24
  • MA RA
    APPROVED
    Since 2012-01-06

Branch Locations

801 Cambridge Street, Cambridge, MA 02141 • United States

121 Boston Post Road, Sudbury, MA 01776 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davinci Capital Management Inc. Sudbury MA 01/2012 Present
The Cip Group, Inc Cambridge MA 11/2016 Present
Previous Registrations
  • 2008-03-26 → 2012-01-04
    First Allied Securities, Inc.
    Quincy, MA
  • 2004-10-20 → 2005-09-13
    Banc Of America Investment Services, Inc.
    Wayland, MA
  • 2003-04-14 → 2004-10-20
    Quick & Reilly, Inc.
    Brighton, MA
Other Businesses

FINANCIAL PARTNERS; SUDBURY, MA; INVESTMENT RELATED ; SINCE 1/2012; FOUNDING MEMBER; INVESTMENT ADVICE AND INSURANCE SALES; DEVOTE 40+ HRS/WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-01
S63 Uniform Securities Agent State Law Examination 1992-01-17
  • S65 Uniform Investment Adviser Law Examination
    2003-04-01
  • S63 Uniform Securities Agent State Law Examination
    1992-01-17

View on SEC IAPD

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