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131 Clarendon Street 4Th Floor, Boston, MA 02116-5131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-23 |
Branch Locations
131 Clarendon Street 4Th Floor, Boston, MA 02116-5131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Trust Company, N.A. | Boston | MA | 06/2005 | 03/2017 |
| Clarendon Private Llc | Boston | MA | 10/2021 | Present |
| Ethic, A Wealth Bank | Boston | MA | 06/2017 | 03/2021 |
| Brookline Bancorp, Inc. | Boston | MA | 05/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-08 |
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