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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
Branch Locations
265 Franklin Street 20Th Floor, Boston, MA 02110 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prio Wealth Lp | Boston | MA | 02/2018 | 12/2024 |
| Bny Mellon Wealth Management | Boston | MA | 12/2011 | 02/2018 |
| Cerity Partners Llc | New York | NY | 01/2025 | Present |
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