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10 Post Office Square Suite 710, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-06 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley | MA | 05/1995 | 10/2016 |
| Bank Of America, Na | Boston | MA | 05/2010 | 10/2016 |
| Wainwright Investment Counsel, Llc | Boston | MA | 03/2017 | 04/2017 |
| Wfs, Llc | Boston | MA | 03/2017 | 04/2017 |
| Unemployed | North Reading | MA | 10/2016 | 03/2017 |
| Unemployed | North Reading | MA | 05/2017 | 12/2017 |
| Acp Consulting | Rye Brook | NY | 01/2018 | 09/2018 |
| Corporate Executive Services Consulting, Llc | North Reading | MA | 09/2018 | 04/2019 |
| Svb Wealth Llc (F/K/A) Boston Private Wealth Llc | Boston | MA | 03/2019 | 10/2023 |
| Purefi Wealth, Llc | Boston | MA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-31 |
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