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Bracken Hendricks

J.M. Forbes & Co. LLP

Boston, MA

CRD 7527795

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Employer firm

J.m. Forbes & Co. LLP CRD 107422

$1.67B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
J.M. Forbes & Co. Llp

121 Mount Vernon Street, Boston, MA 02108 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-21
  • MA RA
    APPROVED
    Since 2022-06-21

Branch Locations

121 Mount Vernon Street, Boston, MA 02108 • 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
Urban Ingenuity Washington DC 04/2014 Present
J.M. Forbes & Co. Llp Boston MA 04/2022 Present
  • 04/2014 → Present
    Urban Ingenuity
    Washington, DC
  • 04/2022 → Present
    Boston, MA
Other Businesses

Mr. Hendricks is the Co-founder, President & CEO of Urban Energy Advisors, LLC and Ingenuity Power, LLC (d/b/a) "Urban Ingenuity". He currently serves as owner and managing partner. Mr. Hendricks spends approximately 10 hours a week at Urban Ingenuity. Urban Ingenuity is located at 1203 K ST. N.W. Washington, DC 20005. Urban Ingenuity is not a regulated financial service provider. However, it is involved in supporting the financing and development of clean energy projects and in advising public finance programs for energy efficiency on strategy and administration.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-13
  • S65 Uniform Investment Adviser Law Examination
    2022-06-13

View on SEC IAPD

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