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50 Federal St. 9Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aquitaine Restaurant | Boston | MA | 09/2016 | 10/2016 |
| Balanced Rock Investment Advisors | Roslindale | MA | 08/2016 | 12/2016 |
| Mason Capital Partners | Boston | MA | 01/2017 | Present |
Chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-29 |
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