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57 River Street Suite 301, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-01-15 |
Branch Locations
57 River Street Suite 301, Wellesley, MA 02481 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Braintree | MA | 01/2012 | 01/2018 |
| Tiaa | Braintree | MA | 01/2012 | 01/2018 |
| Empirical Asset Management, Llc | Newton | MA | 01/2020 | Present |
| Amada Senior Care | Dedham | MA | 05/2018 | 10/2018 |
| Uber Technologies, Inc. | Hingham | MA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-01 |
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