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One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smartleaf Asset Management | Boston | MA | 04/2026 | Present |
| Composable Analytics, Inc. | Cambridge | MA | 06/2023 | 02/2026 |
| Tufts University | Medford | MA | 05/2022 | 10/2022 |
| Isaacson, Miller | Boston | MA | 02/2018 | 07/2021 |
| Everquote | Cambridge | MA | 02/2016 | 08/2017 |
| Tufts University | Medford | MA | 09/2021 | 05/2023 |
| Unemployed | Boston | MA | 08/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
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