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131 Dartmouth Street 3Rd Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-22 |
Branch Locations
131 Dartmouth Street 3Rd Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvert Investments, Inc. | Bethesda | MD | 01/2017 | 07/2020 |
| Calvert Investments, Inc. | Bethesda | MD | 02/2015 | 12/2016 |
| Karner Blue Capital, Llc | Bethesda | MD | 12/2017 | Present |
| Karner Blue Center For A Humane Economy, Inc. | Bethesda | MD | 12/2018 | 08/2020 |
| Karner Blue Center For A Humane Economy, Inc. | Bethesda | MD | 12/2018 | 05/2019 |
| Boston Common Asset Management | Boston | MA | 08/2022 | Present |
| Stance Capital Llc | Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-16 |
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