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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
265 Franklin Street 20Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seaward Management Lp | Boston | MA | 01/2011 | 05/2018 |
| Seaward Management Business Trust | Boston | MA | 01/2011 | 07/2018 |
| Seaward Fiduciary Services Llc | Boston | MA | 10/2010 | 12/2024 |
| Prio Wealth Lp | Boston | MA | 05/2018 | 12/2024 |
| Prio Wealth Business Trust | Boston | MA | 07/2018 | 03/2022 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
1) Hingham High School Scholarship Committee; Yes; 210 Central Street, Hingham MA; Scholarships awarded to Hingham HS students; Investment Committee Member; Jan, 2023; 0 hours during trading hours / 1 hour during trading hours; Review portfolio and recommend changes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-07 |
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