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75 Park Plaza, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twinfocus | Boston | MA | 01/2025 | Present |
| J.P Morgan | Boston | MA | 05/2013 | 02/2022 |
| Parametric Portfolios Associates | Boston | MA | 01/2023 | 01/2025 |
| Unemployed | Boston | MA | 02/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
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