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Lexington, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sustainable Investment Partners Llc | Lexington | MA | 05/2023 | Present |
| Boston Trust Walden | Boston | MA | 05/2021 | 04/2023 |
| Bnp Paribas Asset Management | Boston | MA | 11/2019 | 04/2021 |
| Liberty Mutual Investments | Boston | MA | 07/2013 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-13 |
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