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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-13 |
Branch Locations
50 Derby Street Suite 200, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 08/2023 | 06/2024 |
| The Hartford | Norwood | MA | 07/2021 | 07/2023 |
| St. Lawrence Univesity | Canton | NY | 08/2017 | 05/2021 |
| Avon Old Farms | Avon | CT | 09/2013 | 06/2017 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
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