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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-10 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Charles Private Wealth | Hingham | MA | 05/2023 | 08/2024 |
| The Club At New Seabury | Mashpee | MA | 05/2020 | 11/2025 |
| Violin Instructor | Darien | CT | 09/2019 | 05/2020 |
| Baseball Official (Darien Little League) | Darien | CT | 04/2016 | 03/2020 |
| Natixis Distribution, Llc | Boston | MA | 11/2025 | Present |
| Natixis Advisors, Llc | Boston | MA | 11/2025 | Present |
None / No / MA / Web Design / Managing Partner / 05-2026 / 15 / 0 / Manage LLM built to develop websites autonomously
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
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