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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooper Lapman Financial, Llc | Boston | MA | 01/2009 | 02/2023 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2023 | Present |
the name of the other business: Pension Reserves Investment Management Board whether the business is investment-related: Yes the address of the other business: 53 State Street, Boston, MA the nature of the other business: oversees the pension assets of the Commonwealth your position: Board Member title, or relationship with the other business: Board Member the start date of your relationship: February 7, 2025 the approximate number of hours/month you devote to the other business: 3-5 the number of hours you devote to the other business during securities trading hours: 1 and briefly describe your duties relating to the other business: oversight
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