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1415 Vantage Park Drive 3Rd Floor, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-01 |
Branch Locations
Manchester, MA • United States
101 Seaport Blvd 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prezence | Boston | MA | 01/2019 | 03/2019 |
| Matter Communications | Boston | MA | 06/2018 | 08/2018 |
| Stifel, Nicolaus & Co | Boston | MA | 06/2017 | 08/2017 |
| Eaton Vance Management | Boston | MA | 01/2020 | 05/2023 |
| Union College | Schenectady | NY | 09/2015 | 06/2019 |
| Na | Hamilton | MA | 06/2019 | 01/2020 |
| Morgan Stanley Services Group, Inc. | Boston | MA | 01/2022 | 05/2023 |
| Allspring Funds Distributor, Llc | Charlotte | NC | 04/2024 | Present |
| Na | Boston | MA | 06/2023 | 03/2024 |
| Allspring Global Investment Holdings Llc | Charlotte | NC | 04/2024 | Present |
Start Date of OBA: 06/02/2025 Name of OBA: Core Power Yoga Address: https://www.corepoweryoga.com/ Description: This is for a part- time, non-exempt yoga instructor role at Corepower Yoga. Responsible for leading group yoga classes that focus on physical fitness, mindfulness, and overall well-being. This role is performed outside of primary employment hours and does not interfere with primary job responsibilities. It is a consistent, scheduled commitment with limited hours per week. Hours per quarter: 48 During Trading Hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-10 |
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