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One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-12-15 |
Branch Locations
One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Race Rock Capital Llc | Boston | MA | 07/2015 | 09/2016 |
| Tenaz Consulting | Duxbury | MA | 04/2015 | Present |
| Foreside Fund Services, Llc | Boston | MA | 03/2017 | Present |
| Lmcg Investments, Llc | Boston | MA | 03/2017 | Present |
1. LMCG Investments, LLC Investment Related, Duxbury, MA, Managing Director-National Accounts, Began 03/2017, 120 hours per month, 110 during trading hours. 2. KMO Sustainability DBO Home Energy Raters LLC; Investment Related; Sagamore Beach, MA; Energy Rating; Owner; 9/21 Start Date; 0 Hours per month; 0 During trading hours. 3. Building held in an LLC; Investment Related; Rental for Business; Plymouth, PA; 7/2024; Owner; Rental and business; 0 Hr./Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-20 |
| S66 | Uniform Combined State Law Examination | 2003-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-30 |
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