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Michael Edgar Shade

The De Burlo Group, Inc.

Boston, MA

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Current Employers
The De Burlo Group, Inc.

50 Federal St. 8Th Floor, Boston, MA 02110-2509 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-03-24
  • MA RA
    APPROVED
    Since 2011-03-24

Branch Locations

50 Federal St. 8Th Floor, Boston, MA 02110-2509 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Financial Trust Advisors (155691) Boston MA 11/2010 Present
The De Burlo Group, Inc. Boston MA 01/2011 Present
  • 11/2010 → Present
    Boston Financial Trust Advisors (155691)
    Boston, MA
  • 01/2011 → Present
    The De Burlo Group, Inc.
    Boston, MA
Previous Registrations
  • 2010-12-08 → 2011-12-31
    Boston Financial Trust Advisors, Llc
    Boston, MA
  • 2006-02-01 → 2008-10-02
    Loomis, Sayles & Company, L.P.
    Boston, MA
  • 2003-12-05 → 2004-09-09
    Columbia Management Advisors, Inc.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-26
  • S63 Uniform Securities Agent State Law Examination
    1993-02-26
Designations

View on SEC IAPD

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