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Michael Joseph McCarthy
CRD#: 7100043
IA
Investment Adviser
SAVVYCRD#: 318493 Boston, MA
Registration History
20192020202120222023202420252026IASAVVY (CRD# 318493)2022 - Present (2 years)IABALLENTINE PARTNERS (CRD# 152802)2019 - 2022 (3 years)
License(s)

State Registrations

IA
Massachusetts 7/19/2022

Current Registration(s)
IA
SAVVY (CRD#:318493)
Boston, MA
Registered with this firm since 7/19/2022

Previous Registration(s)
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IA
06/19/2019 - 06/30/2022 BALLENTINE PARTNERS (CRD#:152802) Waltham, MA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.