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James A Gilloran

Corient

Boston, MA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
MA RA APPROVED 2022-10-12
  • TX RA
    APPROVED
    Since 2025-01-03
  • MA RA
    APPROVED
    Since 2022-10-12

Branch Locations

1 Post Office Square Suite 2400, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argent Wealth Management Waltham MA 06/2012 07/2017
Eaton Vance Wateroak Advisors Boston MA 07/2017 10/2022
Corient Boston MA 10/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 10/2022 07/2023
  • 06/2012 → 07/2017
    Argent Wealth Management
    Waltham, MA
  • 07/2017 → 10/2022
    Eaton Vance Wateroak Advisors
    Boston, MA
  • 10/2022 → Present
    Corient
    Boston, MA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 10/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2019-03-26 → 2022-10-11
    Eaton Vance Wateroak Advisors
    Boston, MA
  • 2014-10-06 → 2017-07-27
    Argent Wealth Management, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-18
  • S65 Uniform Investment Adviser Law Examination
    2014-02-18
Designations
Other Names
  • James Gilloran
  • James Austin Gilloran

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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