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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Boston | MA | 01/1996 | 02/2018 |
| Focus Advisor Solutions, Llc | Westwood | MA | 01/2024 | Present |
| Foreside Financial Services, Llc | Westwood | MA | 02/2024 | Present |
| Envestnet, Inc | Boston | MA | 09/2018 | 04/2023 |
| Advintro | Boston | MA | 10/2023 | 12/2023 |
| Unemployed | Boston | MA | 03/2018 | 08/2018 |
| Unemployed | Boston | MA | 05/2023 | 09/2023 |
1) Focus Advisor Solutions, LLC; Investment Related; Westwood, MA; Investment Advisor Consulting; Reginal Director; 160 hours per month; Start Date 1/2024; Relationship manager for financial advisors who leverage the suite of investment management, business management, and practice development services 2) Sports Official/Referee; Non Investment Related; Westwood, MA; High School/College Sports Official; Referee; 8 hours a month; 0 hours during trading; Start Date 4/1995; Paid on a per game basis for refereeing youth, high school, and college sports
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-25 |
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