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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-02-03 |
Branch Locations
750 Boston Neck Rd Ste 9, Narragansett, RI 02882 • United States
100 High Street Suite 950, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Armonk | NY | 07/2014 | 03/2018 |
| Mjp Wealth Advisors | Farmington | CT | 03/2018 | 11/2019 |
| Lpl Financial, Llc | Fairfield | CT | 12/2019 | 12/2021 |
| Moneco Advisors, Llc | Fairfield | CT | 12/2019 | 02/2025 |
| Claro Advisors Inc. | Narragansett | RI | 02/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Majic LLC dba Scarborough Landscaping; Not investment-related; PO Box 591, Wakefield, RI. 02882; Part owner; Passive investment in landscaping company; Less than 5% of time during the month. 3) Narragansett Chamber of Commerce; Not investment-related; 36 Ocean Rd, Narragansett, RI. 02882; Board Member and Treasurer; Review financials and report to board, assist with event planning; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-27 |
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