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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| NH | RA | APPROVED | 2025-03-03 |
Branch Locations
145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • United States
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crestwood Advisors Group, Llc | Boston | MA | 06/2016 | 08/2017 |
| Merrill Lynch | Charlotte | NC | 06/2018 | 05/2019 |
| Unemployed | Charlotte | NC | 08/2017 | 06/2018 |
| Lake Street Advisors | Portsmouth | NH | 05/2019 | 03/2022 |
| Lake Street Advisors | Portsmouth | NH | 04/2022 | 12/2022 |
| Lake Street Advisors | Portsmouth | NH | 01/2023 | Present |
| Scs Capital Management Llc | Portsmouth | NH | 03/2025 | Present |
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