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CLAUDINE PATRICE SCHROCK
CLAUDINE PATRICE LAFAVRE
CRD#: 5636384
IA
Investment Adviser
MONTIS FINANCIAL, LLCCRD#: 163986 230 THIRD AVENUE
WALTHAM, MA 02451
Registration History
201520162017201820192020202120222023202420252026IAMONTIS FINANCIAL, LLC (CRD# 163986)2023 - Present (1 year)IAADVISER INVESTMENTS (CRD# 156984)2015 - 2023 (7 years)
License(s)

State Registrations

IA
Massachusetts 6/30/2023

Current Registration(s)
IA
MONTIS FINANCIAL, LLC (CRD#:163986)
230 THIRD AVENUE, WALTHAM, MA 02451
Registered with this firm since 6/30/2023

Previous Registration(s)
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IA
09/09/2015 - 06/05/2023 ADVISER INVESTMENTS (CRD#:156984) NEWTON, MA
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Disclosures
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