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477 Madison Avenue Suite 720, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-27 |
Branch Locations
One Lewis Wharf, Boston, MA 02110 • United States
477 Madison Avenue Suite 720, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Boston | MA | 05/2017 | 09/2017 |
| Bccs Charter School Event Committee | Cohasset | MA | 01/2016 | 05/2017 |
| Investment Planners Inc. | Decatur | IL | 02/2021 | 12/2022 |
| Calibrated Contact | Scituate | MA | 09/2017 | 02/2021 |
| Foreside Fund Services, Llc | Boston | MA | 03/2023 | Present |
| Fiera Capital Inc. | Boston | MA | 01/2023 | Present |
Fiera Capital; Boston, MA; Investment Related - Yes; Started 01/2023; Investor Relations; Institutional Portfolio Manager; Senior Client Service for existing Fiera Clients; 160 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-26 |
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