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2 Seaport Lane, Boston, MA 02210-2001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2011-09-26 |
| TX | RA | APPROVED_RES | 2006-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Congress Asset Management | Boston | MA | 07/1999 | Present |
DIRECTOR OF CONGRESS WEALTH MANAGEMENT, AN INVESTMENT RELATED BUSINESS PROVIDING WEALTH INVESTMENT ADVISORY SERVICES LOCATED AT 250 NORTHERN AVENUE, SUITE 310, BOSTON, MA 02210 SINCE 03/2009. IN HIS ROLE AS DIRECTOR HE SPENDS LITTLE OR NO TIME DURING SECURITIES TRADING HOURS. DIRECTORS MEET PERIODICALLY AND SET THE FIRM'S STRATEGIC DIRECTION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-23 |
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