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10 Post Office Square Suite 710, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED_RES | 2024-02-20 |
Branch Locations
10 Post Office Square Suite 710, Boston, MA 02109 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 02/2014 | 02/2024 |
| Purefi Wealth, Llc | Boston | MA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-11 |
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