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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-26 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Financial Group | Boston | MA | 09/2012 | 09/2021 |
| Wilmington Trust | Boston | MA | 10/2022 | 06/2025 |
| Cambridge Trust Co. | Boston | MA | 09/2021 | 10/2022 |
| Cerity Partners Llc | New York | NY | 06/2025 | Present |
1) Business: OWL Sanitation, LLC; Investment-Related: No; Address: Boston, MA; Nature of Business: Trash Sanitation; Position and Title: Co-Manager; Start Date: 6/2025; Hours per month outside of securities trading hours: 10-15 hours per month; Duties: Provide trash barrel sanitation to personal and commercial clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-05 |
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