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Wyndmoor, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rinet Company, Llc | Boston | MA | 06/2005 | 12/2021 |
| Thayer Partners, Llc | Wyndmoor | PA | 04/2022 | Present |
| Unemployed | Boston | MA | 01/2022 | 03/2022 |
Dedham Institution for Savings, Board of Directors, 0-1 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-11 |
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