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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
53 State Street 39Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 08/2022 | 01/2025 |
| The Colony Group, Llc | Boston | MA | 02/2022 | 08/2022 |
| The Colony Group, Llc | Boston | MA | 04/2020 | 02/2022 |
| Cantella & Company Inc. | Malden | MA | 04/2019 | 03/2020 |
| Cantella & Company Inc. | Malden | MA | 01/2018 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | 12/2017 |
| Clark University Graduate School Of Management | Worcester | MA | 08/2016 | 05/2017 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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