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One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-04 |
Branch Locations
One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S United Bank | Bridgeport | CT | 07/2014 | 11/2017 |
| Arkadios Capital | Atlanta | GA | 09/2019 | 12/2019 |
| Little House Capital, Llc | Braintree | MA | 11/2017 | 05/2020 |
| Artemis Financial Advisors | Boston | MA | 05/2020 | 10/2023 |
| Lmcg Investments, Llc | Boston | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-19 |
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