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62 Plympton Street, Boston, MA 02118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icapital, Llc | Boston | MA | 08/2024 | Present |
| The Cue | Danbury | CT | 07/2020 | 08/2024 |
| Northwestern Mutual | Stamford | CT | 06/2023 | 08/2023 |
| Altair Global | Shelton | CT | 07/2021 | 08/2021 |
| The Amber Room Colonnade | Danbury | CT | 12/2018 | 07/2020 |
| Unemployed | Danbury | CT | 08/2014 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
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