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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-08 |
Branch Locations
53 State Street 39Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Daintree Advisors Llc | Boston | MA | 09/2011 | 12/2021 |
| Cerity Partners Llc | Boston | MA | 01/2022 | Present |
Massachusetts Collaborative Law Council: investment-related; Southboro, MA; provides divorce related services; board member, member of finance committee; 4/2022; 1-2 hours during securities trading hours. Advisers Give Back, Inc.; investment-related; Oakland, CA; Non-profit firm providing financial advice to low income families; Volunteer; 06/2021; 2; 2.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-13 |
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