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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-20 |
Branch Locations
One Boston Place, 11Th Floor 201 Washington Street, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 03/2024 | Present |
| N/A, Unemployed | Hamden | CT | 07/2023 | 02/2024 |
| Union College | Schenectady | NY | 08/2019 | 06/2023 |
| Notre Dame High School | West Haven | CT | 09/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
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