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100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-04 |
Branch Locations
100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestwood Advisors Llc | Boston | MA | 07/2015 | 12/2016 |
| Crestwood Advisors Group, Llc | Boston | MA | 01/2017 | 11/2018 |
| Vestmark Advisory Solutions, Inc | Wakefield | MA | 11/2020 | Present |
| Crestwood Advisors Group, Llc | Boston | MA | 12/2018 | 11/2020 |
| Vestmark Advisory Solutions, Inc | Wakefield | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-18 |
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