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One Boston Place 201 Washington St 26Th Floor, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-07 |
Branch Locations
One Boston Place 201 Washington St 26Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M3 Advisory Group, Llc | Newton | MA | 10/2013 | 04/2019 |
| Integrated Wealth Concepts Llc | Waltham | MA | 04/2019 | 01/2023 |
| Sequentis Capital Llc | Boston | MA | 01/2023 | Present |
INSURANCE - NON-INV RELATED - AT REPORTED LOCATION(S) - FIXED INSURANCE SALES - 5 HOURS PER WEEK/ 5 HOURS DURING SECURITY TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-20 |
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