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20 Custom House Street Suite 700, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-09-29 |
Branch Locations
20 Custom House Street Suite 700, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Advisors, Llc | Boston | MA | 09/2011 | 07/2017 |
| Raymond James Financial Services, Inc | Boston | MA | 09/2017 | 11/2017 |
| Steward Partners Global Advisory, Llc | Boston | MA | 09/2017 | 08/2020 |
| Steward Partners Investment Advisory, Llc | New York | NY | 09/2017 | 08/2020 |
| Raymond James Financial Services, Inc | Boston | MA | 11/2017 | 08/2020 |
| Solano Wealth Management Group | Boston | MA | 08/2018 | 08/2020 |
| Boston Family Office | Boston | MA | 08/2020 | Present |
1.Name of Business : 114 Milton St LLC Address: Dorchester, MA Nature of the Business: Rental Real Estate Position/Title: Rental Real Estate Investment Related:Yes Start Date: 09/01/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2012-04-12 |
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