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Brendan James Corcoran

Valence8

Cambridge, MA

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Current Employers
Valence8

One Broadway 14Th Floor, Cambridge, MA 02142 • United States

Current Registrations

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

Branch Locations

One Broadway 14Th Floor, Cambridge, MA 02142 • 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
Partners Capital Investment Group Boston MA 07/2008 03/2019
Unemployed Boston MA 03/2019 09/2020
Evoke Wealth, Llc Los Angeles CA 09/2020 09/2021
Valence8 Cambridge MA 10/2021 Present
  • 07/2008 → 03/2019
    Partners Capital Investment Group
    Boston, MA
  • 03/2019 → 09/2020
    Unemployed
    Boston, MA
  • 09/2020 → 09/2021
    Evoke Wealth, Llc
    Los Angeles, CA
  • 10/2021 → Present
    Valence8
    Cambridge, MA
Previous Registrations
  • 2020-12-10 → 2022-05-23
    Evoke Advisors
    Cambridge, MA
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-10
S63 Uniform Securities Agent State Law Examination 2007-08-13
  • S65 Uniform Investment Adviser Law Examination
    2020-12-10
  • S63 Uniform Securities Agent State Law Examination
    2007-08-13

View on SEC IAPD

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