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John Raymond Dahlstrom

Interactive Advisers, Interactive Advisors

Boston, MA

CRD 5048829

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Employer firm

Interactive Advisers, Interactive Advisors CRD 145694

$196M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Interactive Advisers, Interactive Advisors

Floor 12, 20 Fenchurch Street, London EC3M 3BY • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-11-24
  • MA RA
    APPROVED
    Since 2015-11-24

Branch Locations

175 Federal Street, Suite 930, Boston, MA 02110 • 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
Covestor, Ltd. Boston MA 07/2015 Present
  • 07/2015 → Present
    Covestor, Ltd.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-05
S63 Uniform Securities Agent State Law Examination 2010-08-24
  • S66 Uniform Combined State Law Examination
    2015-11-05
  • S63 Uniform Securities Agent State Law Examination
    2010-08-24
Other Names
  • Jack Dahlstrom

View on SEC IAPD

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COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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