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Account
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500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-07 |
Branch Locations
500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States
100 Northfield Drive, Windsor, CT 06095 • United States
20 William Street, Suite 165, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiff Advisory Services Inc. | Boston | MA | 01/2017 | 04/2022 |
| Foreside Fund Services, Llc | Boston | MA | 02/2017 | 04/2022 |
| Goldman Sachs | Boston | MA | 12/2015 | 10/2016 |
| Fiducient Advisors | Windsor | CT | 04/2022 | Present |
1 West Soccer Club , Not Investment Related,, Board Director, Began, 1-5 hours per month, none during trading hours. 2. Roxbury Latin School, Not Investment Related, West Roxbury, MA, President-Alumni Council, 1 hour per month, none during trading hours. 3. Association for the Relief of Aged Women of New Bedford; Investment-Related; New Bedford, MA; Non-profit organization; Member; 2hrs per month, 0 during trading hours; Help guide/advise finance committee and board members on portfolio management issues
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-28 |
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