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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-15 |
| NH | RA | APPROVED | 2026-06-24 |
Branch Locations
40 Shattuck Rd., Suite 314, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Minneapolis | MN | 07/2019 | 11/2021 |
| Gen Financial Management Inc. | Plymouth | MN | 05/2018 | 05/2019 |
| Robert's Maine Grill | Kittery | ME | 10/2017 | 05/2018 |
| Gen Financial Management Inc | Plymouth | MN | 05/2017 | 09/2017 |
| University Of New Hampshire | Durham | NH | 08/2015 | 05/2019 |
| Pathstone Family Office | Boston | MA | 12/2021 | 03/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 06/2026 | Present |
| Unemployed | Kingston | NH | 04/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-21 |
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