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Carlton Winthrop Bradshaw

Twin Focus Capital Partners, LLC

Boston, MA

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Current Employers
Twin Focus Capital Partners, Llc

75 Park Plaza, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-12-21
  • MA RA
    APPROVED
    Since 2023-12-21

Branch Locations

75 Park Plaza, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amica Mutual Insurance Company Henderson NV 06/2015 02/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2018 08/2018
Northwestern Mutual Investment Services Llc Wellesley MA 03/2018 08/2018
First Republic Securities Company, Llc Boston MA 08/2018 Present
Twin Focus Boston MA 04/2022 Present
  • 06/2015 → 02/2018
    Amica Mutual Insurance Company
    Henderson, NV
  • 03/2018 → 08/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2018 → 08/2018
    Northwestern Mutual Investment Services Llc
    Wellesley, MA
  • 08/2018 → Present
    First Republic Securities Company, Llc
    Boston, MA
  • 04/2022 → Present
    Twin Focus
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2018-06-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2018-06-07
Other Names
  • Carl Bradshaw

View on SEC IAPD

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