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Current Employers
Cip Capital Management, Llc

799 Cambridge Street, Cambridge, MA 02141 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-01-11
  • MA RA
    APPROVED
    Since 2023-01-11

Branch Locations

799 Cambridge Street, Cambridge, MA 02141 • United States

Davinci Capital Management, Inc.

801 Cambridge Street, Cambridge, MA 02141 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-12-08
  • MA RA
    APPROVED
    Since 2008-12-08

Branch Locations

801 Cambridge Street, Cambridge, MA 02141 • United States

801 Cambridge St., Cambridge, MA 02141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comprehensive Insurance Providers, Inc. Cambridge MA 05/1988 Present
Davinci Capital Management Cambridge MA 10/2001 Present
  • 05/1988 → Present
    Comprehensive Insurance Providers, Inc.
    Cambridge, MA
  • 10/2001 → Present
    Davinci Capital Management
    Cambridge, MA
Other Businesses

1.) THE CIP GROUP DBA COMPREHENSIVE INSURANCE PROVIDERS, INC., COMPREHENSIVE BENEFIT SERVICES, INC. 799 CAMBRIDGE ST. CAMBRIDGE, MA 02141 PRESIDENT INSURANCE AGENCY, HR & BENEFIT ADMINISTRATION OFFER SECURITIES IN COURSE OF REGULAR BUSINESS. FULL TIME BUSINESS. 160 HOURS PER MONTH. RESPONSIBLE FOR DAY TO DAY ACTIVITIES OF INSURANCE AGENCY INCLUDING CLIENT SERVICE. 2.) OWNER WOODNUT LLC, OCEANVIEW LLC, FUD LLC, HUNTING STREET LLC, IDEAL VIEW LLC, DALE AVENUE LLC, NORA MANAGEMENT LLC, 4545 LLC, 594 CAMBRIDGE STREET LLC & CIP REAL ESTATE - REAL ESTATE HOLDING COMPANIES. 799 CAMBRIDGE STREET, CAMBRIDGE MA 02141. APPROX 5 HOURS PER MONTH DURING SECURITY HOURS. NON SECURITIES RELATED BUSINESS. 3.) SAFEHIRE INVESTIGATIONS, OWNER 801 CAMBRIDGE STREET, CAMBRIDGE MA 02141. EMPLOYMENT BACKGROUND CHECKS & SCREENING. APPROX. 5 HOURS PER MONTH DURING TRADING HOURS. NON SECURITIES RELATED BUSINESS. 4.) LICENSED REAL ESTATE AGENT, 799 CAMBRIDGE STREET, CAMBRIDGE MA 02141 APPROX. 1 HOURS PER MONTH DURING TRADING HOURS. NON SECURITIES RELATED BUSINESS. 5.) DAVINCI CAPITAL MANAGEMENT INC, 799 CAMBRIDGE STREET, CAMBRIDGE MA 02141, APPROX 10 HOURS PER WEEK DURING TRADING HOURS. SECURITIES RELATED- BROKER DEALER & REGISTERED INVESTMENT ADVISOR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-30
S63 Uniform Securities Agent State Law Examination 1987-05-22
  • S65 Uniform Investment Adviser Law Examination
    2006-05-30
  • S63 Uniform Securities Agent State Law Examination
    1987-05-22
Other Names
  • Jim Mcsweeney

View on SEC IAPD

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