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10 Post Office Square Suite 710, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
10 Post Office Square Suite 710, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 11/2024 | 10/2025 |
| First Citizens Bank | Boston | MA | 11/2024 | 10/2025 |
| Boston Private Bank And Trust Company | Boston | MA | 04/2020 | 07/2021 |
| Silicon Valley Bank | Boston | MA | 07/2021 | 03/2023 |
| First Citizens Bank | Boston | MA | 03/2023 | 11/2024 |
| Xcelerant Consulting | Boston | MA | 05/2017 | 05/2020 |
| Wooden Leg Llc | Boston | MA | 05/2015 | 04/2017 |
| Purefi Wealth, Llc | Boston | MA | 10/2025 | Present |
Nautilus Boston LLC operates the Nautilus restaurant in Boston, MA. 300 Pier 4 Blv, Boston, MA 02210; Investor. It is an investment in the Wooden Leg LLC where I receive passive/K-1 income on an annual basis but have no involvement in the business itself. Began 7/20/2018, zero hours spent. No compensation received. Wooden Leg LLC, LLC that owns the Nautilus Restaurant in Nantucket, MA; 12 Cambridge St. Nantucket, MA 02554. Investor. It is an investment in the Wooden Leg LLC where I receive passive/K-1 income on an annual basis but have no involvement in the business itself. Began 5/30/2014, zero hours spent, No compensation received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
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