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277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-21 |
Branch Locations
277 Dartmouth Street 4Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Single Point Partners | Boston | MA | 09/2021 | Present |
| Hopkins School | New Haven | CT | 09/2018 | 09/2021 |
| King's Academy | Madaba | 09/2016 | 09/2018 | |
| Williams College | Williamstown | MA | 09/2012 | 09/2016 |
Taxes for Beginners, not investment-related; 470 James St., Suite 007, New Haven, CT 06513; tax preparation, founder, started 01/2021; tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
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