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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gw&K Investment Company | Boston | MA | 11/2018 | 12/2025 |
| Cambridge Associates | Boston | MA | 12/2016 | 11/2018 |
| State Street | Boston | MA | 06/2015 | 12/2016 |
| Amg Distributors, Inc. | Stamford | CT | 04/2024 | 12/2025 |
| Crestwood Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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