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55 Union Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| MA | RA | APPROVED | 2021-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endicott College | Beverly | MA | 09/2019 | Present |
| Bunkerhill Community College | Boston | MA | 01/2010 | Present |
| Boston Advisors, Llc | Boston | MA | 06/2016 | 10/2019 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 10/2019 | 09/2021 |
| Wincap Financial Llc | Winchester | MA | 09/2021 | Present |
1). Bunker Hill Community College. Not investment-related. 250 Rutherford Ave, Boston, MA 02129. Teach. Position: Adjunct Professor Start: 01/01/10 Hours/Month: 20. Hours during Market Hours: 0 .Duties: Teach undergrad and graduate courses in investments, business, and economics 2).Endicott College. Not Investment related. 376 Hale St, Beverly, MA 01915. Teach. Position: Adjunct Professor Start: 09/2019. Hours/Month: 20. Hours during Market Hours: 0 .Duties: Teach undergrad and graduate courses in investments, business, and economics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-22 |
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