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2 Seaport Lane, Boston, MA 02210-2001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Century Capital Management, Llc | Boston | MA | 03/2014 | 09/2017 |
| Congress Asset Management Company, Llp | Cambridge | MA | 09/2017 | Present |
Private Family Office, Investment Related, Board Member, Oversight of family office funds administration and general guidance, Cheyenne, WY, 1-2 Hrs/Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-05 |
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