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1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| CA | RA | APPROVED | 2025-05-30 |
| NH | RA | APPROVED | 2025-05-30 |
Branch Locations
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States
155 Fleet Street, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 11/2008 | 03/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2023 |
| Lake Street Advisors | Portsmouth | NH | 05/2023 | 02/2025 |
| The Oglethorpe Collective, Llc ("Toc-23") | Hingham | MA | 02/2025 | Present |
1)Topside Realty, LLC: not investment-related, Portsmouth, NH, Air BNB rental of vacation property, Partner, 12-27-2021 to present, 3 hours a month, 0 hours during trading hours 2) The Oglethorpe Collective, LLC ("TOC-23"), 18 Shipyard Drive, #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Chief Planning Officer, 02/20/25- present, 120 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-10 |
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