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799 Cambridge Street, Cambridge, MA 02141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-11 |
Branch Locations
799 Cambridge Street, Cambridge, MA 02141 • United States
801 Cambridge Street, Cambridge, MA 02141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cip Group | Cambridge | MA | 06/2004 | Present |
| Davinci Capital Management, Inc. | Cambridge | MA | 05/2005 | Present |
THE CIP GROUP / COMPREHENSIVE INSURANCE PROVIDERS 799 CAMRIDGE STREET, CAMBRIDGE, MA 02141 INSURANCE AGENCY AGENT / FIXED INSURANCE JUNE 2004 NOT INVESTMENT RELATED, APPROX. 2 HR/WEEK CIP CAPITAL MANAGEMENT LLC 799 CAMBRIDGE STREET, CAMBRIDGE MA 02141 REGISTERED INVESTMENT ADVISOR JUNE 2022 INVESTMENT RELATED, APPROX 20 HRS/WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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