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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
Branch Locations
50 Derby Street Suite 200 & 240, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Bank And Trust | Boston | MA | 12/2016 | 01/2017 |
| State Street | Quincy | MA | 01/2014 | 12/2016 |
| State Street Global Markets, Llc | Boston | MA | 12/2016 | 01/2017 |
| Wells Fargo Investments Institute | Boston | MA | 04/2017 | 04/2018 |
| Global Alternative Investment Services, Inc | Boston | MA | 04/2017 | 04/2018 |
| Unemployed | Hingham | MA | 02/2017 | 03/2017 |
| Wells Fargo Funds Distributor, Llc | Boston | MA | 04/2018 | 01/2020 |
| Unemployed | Hingham | MA | 02/2020 | 05/2021 |
| Twin Focus Capital Partners, Llc | Boston | MA | 06/2021 | 08/2024 |
| Claro Advisors, Llc | Hingham | MA | 09/2024 | 09/2025 |
| N/A | Hingham | MA | 10/2025 | 01/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-14 |
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