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650 Ten Rod Road #10, North Kingstown, RI 02852 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2023-09-25 |
Branch Locations
650 Ten Rod Road #10, North Kingstown, RI 02852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Braver Wealth Management, Llc | Newton | MA | 01/2011 | 02/2017 |
| Adviser Investments, Llc | Newton | MA | 02/2017 | 07/2017 |
| Montis Financial, Llc | Waltham | MA | 01/2018 | 04/2023 |
| Unemployed | Stow | MA | 07/2017 | 01/2018 |
| Truefocus Financial Partners | North Kingstown | RI | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-23 |
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