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1 Post Office Square Suite 2200, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-17 |
Branch Locations
1 Post Office Square Suite 2200, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 06/2016 | 12/2018 |
| Goldman Sachs & Co Llc | Boston | MA | 12/2018 | 02/2020 |
| Ubs Financial Services Inc | Boston | MA | 02/2020 | 11/2025 |
| 71 West Capital Partners, Llc | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
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