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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
50 Derby Street Suite 240, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Square Cafe | Hingham | MA | 01/2014 | 03/2021 |
| Gw & Wade Llc | Wellesley | MA | 03/2021 | 02/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 03/2024 | 02/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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