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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-27 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William M. Mercer | Boston | MA | 11/1998 | 10/2021 |
| Marsh Insurance & Investments Corporation | New York | NY | 06/2003 | 10/2021 |
| Natixis Distribution, Llc | Boston | MA | 11/2021 | Present |
| Natixis Advisors, Llc | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-27 |
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