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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-09-08 |
| MA | RA | APPROVED | 2018-03-26 |
Branch Locations
100 High Street Suite 950, Boston, MA 02110 • United States
Southington, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferris Capital | Marlborough | MA | 08/2013 | 10/2017 |
| Claro Advisors Inc | Boston | MA | 11/2017 | Present |
1) MA LIFE AND HEALTH LICENSED INSURANCE PRODUCER; 11/2013 - PRESENT; 2 HOURS PER WEEK, (0 DURING TRADING HOURS); NOT INVESTMENT RELATED; PROVIDES LIFE AND DISABILITY INSURANCE SOLUTIONS TO CLIENTS AS AN INDEPENDENT CONTRACTOR BASIS FOR SELECT INSURANCE AGENCIES 2) BOARD MEMBER - MISS MASSACHUSETTS SCHOLARSHIP FOUNDATION (MISS AMERICA),2011-PRESENT; NOT INVESTMENT RELATED; 1 HOUR PER WEEK (0 DURING TRADING HOURS) 3) BOARD MEMBER - UNIVERSITY OF MASSACHUSETTS LOWELL ACCOUNTING ADVISORY BOARD, 2015-PRESENT, NOT INVESTMENT RELATED; 1 HOUR PER MONTH (0 DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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