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Eolas Capital CRD 316292
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
Ten Post Office Square Suite 1102, Boston, MA 02109 • United States
Somerville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ipswich Country Club | Ipswich | MA | 03/2020 | 08/2023 |
| Tag Financial Institutions Group | New York | NY | 01/2024 | 05/2024 |
| Stone Curators | Newburyport | MA | 05/2024 | 08/2024 |
| Nepc | Boston | MA | 06/2025 | 02/2026 |
| Eolas Capital | Boston | MA | 03/2026 | Present |
| Newburyport Public Schools | Newburyport | MA | 08/2015 | 06/2025 |
| St. Lawrence University | Canton | NY | 08/2021 | 05/2025 |
| Inte Securities Llc | Boca Raton | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
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