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Account
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520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-17 |
Branch Locations
772 Boylston Street, Boston, MA 02199 • United States
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gw & Wade Asset Management Co., Llc | Wellesley | MA | 09/2010 | 07/2017 |
| First Republic Investment Management, Inc | Boston | MA | 08/2022 | 07/2023 |
| Battery Global Advisors, Llc | Boston | MA | 07/2017 | 08/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 10/2023 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2023 | 08/2024 |
| Citizens Private Client | Boston | MA | 08/2024 | Present |
| Citizens Bank, N.A. | Boston | MA | 08/2024 | Present |
| Citizens Securities, Inc. | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-07 |
| S66 | Uniform Combined State Law Examination | 2009-03-13 |
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