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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-14 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual/Mmlis | Needham | MA | 07/2019 | 09/2025 |
| Cerity Partners Llc | New York | NY | 09/2025 | Present |
| Guardian/Bulfinch Group | Needham | MA | 01/2015 | 07/2019 |
Name: Mending Minds Foundation Inv Rel: N Add: At Residential Address Nature: Fund research into diagnosis/treatment of post-infectious neuroimmune disorders, Position: Founder, Start date: 08/01/2022, No. HR/MO: 4, No. HR/MO during sec trading: 0, Describe duties: Fundraising, general nonprofit duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-27 |
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