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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-09-27 |
Branch Locations
11 S. Main Street Suite 501, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Granite Financial Partners | Milford | NH | 10/2014 | 08/2022 |
| Granite Financial Partners Llc | Milford | NH | 12/2016 | 08/2022 |
| Focus Partners Wealth, Llc | Boston | MA | 09/2022 | Present |
the name of the other business: Concord Community Music School whether the business is investment-related: No the address of the other business: 23 Wall St. Concord, NH 03301 the nature of the other business: foster a sense of community through music by providing the fullest possible array of musical experiences your position: Board Member title, or relationship with the other business: Board Member the start date of your relationship: 3/25/25 the approximate number of hours/month you devote to the other business: 2 hours the number of hours you devote to the other business during securities trading hours: close to 0 I would say and briefly describe your duties relating to the other business: participate in board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-15 |
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