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420 Boylston Street 5Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-27 |
Branch Locations
420 Boylston Street 5Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Brook Advisors, Inc. | Boston | MA | 06/2021 | Present |
| Unemployed | Burlington | VT | 08/2020 | 06/2021 |
| Mascoma Bank | White River Jct. | VT | 06/2020 | 08/2020 |
| Unemployed | Burlington | VT | 03/2020 | 06/2020 |
| Burlington Parks And Recreation Dept. | Burlington | VT | 08/2019 | 03/2020 |
| Unemployed | Burlington | VT | 02/2019 | 08/2019 |
| Dartmouth Skiway | Lyme | NH | 12/2018 | 01/2019 |
| Unemployed | Orford | NH | 09/2018 | 12/2018 |
| Fore-U Golf Center | West Lebanon | NH | 04/2018 | 09/2018 |
| Unemployed | Orford | NH | 09/2017 | 04/2018 |
| Fore-U Golf Center | West Lebanon | NH | 04/2017 | 09/2017 |
| Dartmouth Skiway | Lyme | NH | 11/2016 | 04/2017 |
| Fore-U Golf Center | West Lebanon | NH | 09/2016 | 11/2016 |
| Unemployed | Orford | NH | 01/2013 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-05 |
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