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Caroline Elizabeth Aitoro

Focus Partners Wealth, LLC

Westport, CT

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-19
TX RA APPROVED 2024-11-07
  • CT RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

55 Post Road West Suite 300, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Greenwich CT 06/2015 11/2019
Gyl Financial Synergies, Llc West Hartford CT 12/2019 11/2024
Focus Partners Wealth, Llc St. Louis MO 11/2024 Present
Previous Registrations
  • 2020-01-07 → 2024-12-06
    Gyl Financial Synergies, Llc
    Westport, CT
    Westport, CT
    West Hartford, CT
  • 2019-06-25 → 2019-12-06
    Morgan Stanley
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-25
  • S66 Uniform Combined State Law Examination
    2019-06-25

View on SEC IAPD

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