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222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
Branch Locations
222 Berkeley Street 15Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual Insurance | Stratham | NH | 06/2016 | 10/2016 |
| Saint Anselm College | Manchester | NH | 10/2014 | 05/2018 |
| Saint Anselm College | Manchester | NH | 09/2014 | 05/2018 |
| Rhumbline Advisors | Boston | MA | 05/2017 | 03/2019 |
| Gw&K Investment Management | Boston | MA | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-13 |
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