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One Broadway 14Th Floor, Cambridge, MA 02142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-04-12 |
Branch Locations
One Broadway 14Th Floor, Cambridge, MA 02142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mit | Cambridge | MA | 06/2013 | Present |
| East Horizon Investments | Cambridge | MA | 04/2016 | Present |
| Plum Pointe Wealth Management, Ltd | Providence | RI | 10/2018 | Present |
Massachusetts Institute of Technology (MIT) Senior Lecturer in Finance MIT Sloan School Not investment related; teaching and academic advising 06/2013 to present 25 hours/week during academic year; 5 hours/week May-September
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
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