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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
One Boston Place, 201 Washington Street 11Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Last Resort | Smithfield | RI | 07/2017 | 08/2017 |
| N/A | N/A | XX | 08/2017 | 05/2018 |
| The Last Resort | Smithfield | RI | 07/2018 | 08/2018 |
| N/A | N/A | XX | 08/2018 | 05/2019 |
| Blu On The Water | East Greenwich | RI | 07/2019 | 08/2019 |
| N/A | N/A | XX | 08/2019 | 05/2020 |
| Ernst & Young | Boston | MA | 07/2020 | 08/2020 |
| N/A | N/A | XX | 08/2020 | 05/2021 |
| N/A | N/A | XX | 05/2021 | 09/2021 |
| Ernst & Young | Boston | MA | 09/2021 | 09/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 10/2025 | Present |
| N/A | N/A | XX | 08/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
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