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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-24 |
| MA | RA | APPROVED | 2022-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advisers Inc | Boston | MA | 08/2022 | Present |
| Singular Research | Calabasas | CA | 08/2001 | 08/2022 |
| State Street Global Advisors | Boston | MA | 09/2005 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-21 |
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