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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-04 |
| MA | RA | APPROVED | 2021-11-22 |
Branch Locations
Sacramento, CA • United States
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 11/2018 | 11/2021 |
| Fresenius Medical Care | Waltham | MA | 05/2018 | 08/2018 |
| Evoke Management | London | 01/2018 | 04/2018 | |
| Boston University/Reading Mememorial Highschool | Boston, Ma | MA | 07/2011 | 12/2017 |
| Natixis Advisors, Llc | Boston | MA | 11/2021 | Present |
| Natixis Distribution, Llc | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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