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10 Post Office Square Suite 710, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-15 |
Branch Locations
10 Post Office Square Suite 710, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Purchase | NY | 10/2013 | 03/2017 |
| Seaport Global Holdings Llc | New York | NY | 04/2017 | 11/2018 |
| Seaport Global Securities Llc | New York | NY | 04/2017 | 11/2018 |
| Boston Private Wealth | Boston | MA | 12/2018 | 07/2021 |
| Silicon Valley Bank | San Francisco | CA | 07/2021 | 09/2023 |
| Svb Wealth Advisory | San Francisco | CA | 07/2021 | 09/2023 |
| Purefi Wealth, Llc | Boston | MA | 09/2023 | Present |
Centsai Inc; non-investment related; 455 7th St, Brooklyn NY 11215; Financial Education and Literacy; Advisor; July 2023; 8 hours per month; none during trading hours; providing advice and guidance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-18 |
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