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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-24 |
Branch Locations
One Boston Place, 11Th Floor 201 Washington Street, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 05/2023 | Present |
| Brown Brothers Harriman | Boston | MA | 08/2022 | 05/2023 |
| Greenville Swamp Rabbits | Greenville | SC | 09/2021 | 04/2022 |
| Dartmouth College | Hanover | NH | 09/2017 | 06/2021 |
| Unemployed | Needham | MA | 05/2022 | 07/2022 |
| Unemployed | Needham | MA | 07/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
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