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110 Great Road Suite 302, Bedford, MA 01730-2729 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-04 |
Branch Locations
Vero Beach, FL • United States
110 Great Road Suite 302, Bedford, MA 01730-2729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | London | 06/2012 | 05/2018 | |
| Boston Harbor Investment Management, Llc | Bedford | MA | 10/2021 | Present |
| Mitteldeutsche-Hartstein-Industrie Ag | Hanau | 06/2018 | 10/2021 | |
| Jph Trading, Llc | Vero Beach | FL | 08/2020 | Present |
DIRECTOR OF FAMILY ROAD CONSTRUCTION/AGGREGATES BUSINESS IN GERMANY CEO, Global Performance Distribution, LLC - UK/European Distribution for Boston Harbor Investment Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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