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Current Employers
Hoopoe Advisors

603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-11-02
  • MA RA
    APPROVED
    Since 2022-11-02

Branch Locations

603 Massachusetts Avenue Suite 200, Boston, MA 02118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Undergrad Student Boston MA 09/2013 01/2017
Unemployed North Reading MA 01/2017 04/2017
Bank Of America Cambridge MA 04/2017 08/2019
Oracle Corporation Burlington MA 08/2019 09/2020
Ceek Realty Llc Melrose MA 06/2021 08/2021
Boston College Chestnut Hill MA 09/2020 05/2022
Hoopoe Advisors Boston MA 06/2021 05/2022
Hoopoe Advisors Boston MA 11/2022 Present
Hoopoe Capital Markets, Llc Boston MA 05/2022 Present
  • 09/2013 → 01/2017
    Undergrad Student
    Boston, MA
  • 01/2017 → 04/2017
    Unemployed
    North Reading, MA
  • 04/2017 → 08/2019
    Bank Of America
    Cambridge, MA
  • 08/2019 → 09/2020
    Oracle Corporation
    Burlington, MA
  • 06/2021 → 08/2021
    Ceek Realty Llc
    Melrose, MA
  • 09/2020 → 05/2022
    Boston College
    Chestnut Hill, MA
  • 06/2021 → 05/2022
    Boston, MA
  • 11/2022 → Present
    Boston, MA
  • 05/2022 → Present
    Hoopoe Capital Markets, Llc
    Boston, MA
Other Businesses

the name of the other business: Hoopoe Capital Markets, LLC whether the business is investment-related: Yes the address of the other business: 603 Massachusetts Ave Suite 200, Boston, MA 02118 the nature of the other business: Broker dealer your position: Registered Representative the start date of your relationship: May 2022 the approximate number of hours/month you devote to the other business: 5 the number of hours you devote to the other business during securities trading hours: 5 and briefly describe your duties relating to the other business: Dually registered with Hoopoe Advisors and Hoopoe Capital Markets

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
  • S66 Uniform Combined State Law Examination
    2022-10-20

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