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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
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 |
|---|---|---|---|---|
| Neighborhood House Charter School | Dorchester | MA | 09/2023 | 08/2025 |
| Us Postal Service | Boston | MA | 03/2023 | 04/2023 |
| Backline | Boston | MA | 09/2021 | 03/2023 |
| Dream Collaborative | Boston | MA | 05/2019 | 09/2021 |
| Mra | Wellesley | MA | 01/2019 | 05/2019 |
| Focus Partners Wealth, Llc | Boston | MA | 10/2025 | Present |
| Venture Creative | Boston | MA | 12/2016 | 12/2018 |
| N/A | Boston | MA | 05/2023 | 09/2023 |
| Lpl Financial | Boston | MA | 04/2013 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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