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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-18 |
Branch Locations
81B County Road Suite A, Mattapoisett, MA 02739 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 05/2008 | 12/2024 |
| Rarebreed Veterinary Partners | Portland | ME | 10/2021 | 10/2025 |
| Raymond James/Cornerstone Financial Partners Llc | Beverly | MA | 01/2025 | 04/2025 |
| Crestwood Advisors | Boston | MA | 06/2025 | 10/2025 |
| Edward Jones | St. Louis | MO | 11/2025 | Present |
RareBreed Veterinary Partners Type of business: Veterinary Portland, ME Start date: 1/2/2023 Silent Investor Hours per week: 0 Hours during trading: 0 None *
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
| S66 | Uniform Combined State Law Examination | 2007-10-26 |
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