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One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-17 |
Branch Locations
One Bowdoin Square Suite 1000, 10Th Floor, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smartleaf Asset Management | Boston | MA | 02/2021 | Present |
| Panovista.cO Llc | Newton | MA | 02/2015 | Present |
| Fintech Studios Inc | New York | NY | 06/2019 | 10/2020 |
| Finmason Inc | Boston | MA | 03/2017 | 04/2019 |
| Smartleaf Inc | Boston | MA | 11/2020 | Present |
Yes. Panovista.co LLC, a MA corporation. This is not investment related. Location, 6 Merton St, Newton, MA 02458 Provides strategic and business development consulting services President and sole shareholder. Founded February 2015. I currently am devoting no time to this business. Role is as Principal Consultant to FinTech companies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
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