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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boston | MA | 01/2013 | 10/2017 |
| Claro Advisors Inc. | Boston | MA | 10/2017 | Present |
1) TEWKSBURY AND WOBURN, MA; HOCKEY INSTRUCTION; HOCKEY INSTRUCTOR; START DATE 6/1/2013; 3 HOURS PER MONTH; 0 DURING TRADING; DUTES ARE TEACHING YOUTH TO PLAY HOCKEY AND SKATE. 2) USA HOCKEY REFEREE STARTING 09/2017; 5 HOURS PER MONTH; 0 DURING TRADING; DUTIES ARE TO REFEREE YOUTH HOCKEY GAMES IN MA. 3) DIRECTOR ON THE BOARD OF DIRECTORS FOR "THE ASSOCIATED BUILDERS AND CONTRACTORS OF MASSACHUSETTS" AND "ASSOCIATED BUILDERS AND CONTRACTORS NATIONAL"; 3 HOURS PER MONTH; 1-2 DURING TRADING HOURS; NOT INVESTMENT RELATED. 4) DIRECTOR ON BOARD OF DIRECTORS FOR "FRIENDS OF UNH HOCKEY"; NOT INVESTMENT RELATED; 3 HOURS PER MONTH; 0 DURING TRADING HOURS. 5) INDEPENDENT INSURANCE AGENT, 1-5 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-05 |
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