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1 Post Office Square Suite 2200, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-11 |
| MA | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
1 Post Office Square Suite 2200, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Boston | MA | 09/2023 | 11/2025 |
| Tiaa | Charlotte | NC | 06/2022 | 08/2022 |
| Bates College | Lewiston | ME | 08/2019 | 06/2023 |
| Harris Teeter | Charlotte | NC | 09/2017 | 06/2019 |
| Charlotte Latin School | Charlotte | NC | 08/2012 | 08/2019 |
| 71 West Capital Partners, Llc | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
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