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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| MA | RA | APPROVED | 2025-02-06 |
| TX | RA | APPROVED_RES | 2025-02-03 |
Branch Locations
400 Crown Colony Drive, Quincy, MA 02169 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Point Allerton Llc | Quincy | MA | 06/2003 | Present |
| Cw Advisors, Llc | Quincy | MA | 02/2025 | Present |
1) Tomco; Licensed insurance agent; Not investment-related; Hull, MA 02045; Insurance sales; Implementation of insurance recommendations; 2 hours per month, 0 during trading hours. 2) Point Allerton LLC; Investment related; 400 Crown Colony Drive, Quincy, MA 02169; Founder Managing Member; 07/2003; 5 hours per month; private fund manager 3)Milmont GP, LLC; Investment related; 400 Crown Colony Drive, Quincy, MA 02169; Sole Member, 03/2024; 5 hours per month; General Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-14 |
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