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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-09 |
Branch Locations
780 Third Avenue, New York, NY 10017 • United States
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tb12 | Boston | MA | 06/2019 | 08/2019 |
| Breakaway Ventures | Boston | MA | 06/2018 | 08/2018 |
| Cue Ball Capital | Boston | MA | 06/2017 | 08/2017 |
| Bucknell University | Lewisburg | PA | 08/2016 | 05/2020 |
| Mrs. Mitchell's Gifts | West Hyannisport | MA | 06/2014 | 08/2019 |
| Scs Capital Managment, Llc | New York | NY | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
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