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131 Dartmouth Street 3Rd Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-06 |
| MA | RA | APPROVED | 2020-10-15 |
Branch Locations
131 Dartmouth Street 3Rd Floor, Boston, MA 02116 • United States
33 West 60Th Street Suite 1213, New York, NY 10023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stance Capital, Llc | Boston | MA | 07/2020 | Present |
| Kkb Research And Development | Toronto, Ontario | 05/2015 | 01/2017 | |
| Ibm Corporation | New York | NY | 01/2017 | 07/2018 |
| Ibm Canada | Toronto, Ontario | 07/2018 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
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