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55 Union Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-26 |
Branch Locations
55 Union Street Unit 31, Boston, MA 02108 • United States
55 Union Street, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wincap Financial Llc | Boston | MA | 12/2021 | Present |
| Rsm Us Llp | Boston | MA | 06/2023 | 08/2023 |
| Mcgrath & Associates | Braintree | MA | 12/2020 | 08/2021 |
| Worldwide Golf Shops | Braintree | MA | 02/2018 | 08/2020 |
| Endicott College | Beverly | MA | 08/2020 | 05/2024 |
| Student | Braintree | MA | 05/2014 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-25 |
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