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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-11 |
| NH | RA | APPROVED | 2024-06-03 |
Branch Locations
231 Sutton Street Suites 2A And 2B, North Andover, MA 01845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Burlington | MA | 04/2015 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 04/2015 | 01/2017 |
| Lincoln Financial Advisors Corporation | Boston | MA | 01/2017 | 07/2019 |
| Triad Advisors, Llc | Norcross | GA | 07/2019 | 10/2022 |
| Gwm Advisors, Llc | Baton Rouge | LA | 07/2019 | 11/2020 |
| Pallas Capital Advisors, Llc | Braintree | MA | 11/2020 | 10/2022 |
| Connectus Wealth Advisers | North Andover | MA | 09/2023 | 07/2024 |
| Hemenway Trust Company | Salem | NH | 11/2022 | 09/2023 |
| The Colony Group, Llc | Boston | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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