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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-16 |
| MA | RA | APPROVED | 2022-05-25 |
| CT | RA | APPROVED | 2022-05-18 |
| PA | RA | APPROVED | 2022-05-18 |
| VA | RA | APPROVED | 2022-05-18 |
Branch Locations
177 Huntington Avenue, Boston, MA 02115 • United States
301 Edgewater Place Suite 100, Wakefield, MA 01880 • United States
99 Derby Street Suite 200, Hingham, MA 02043 • United States
290 Harbor Drive Workpoint Suites, Stamford, CT 06902 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
71 Raymond Road, West Hartford, CT 06107 • United States
4520 North Fairfax Drive, Arlington, VA 22203 • United States
303 Wyman Street, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 05/2022 | Present |
| Hackmann Wealth Partners Llc | Stamford | CT | 08/2019 | Present |
| Clare Hare Darien Llc Consulting | Darien | CT | 12/2017 | Present |
| Social Venture Partners Connecticut | Westport | CT | 06/2014 | 11/2017 |
| Clare Hare Darien Llc Clothing Business | Darien | CT | 06/2002 | Present |
Hackmann Wealth Partners. Licensed CT insurance sales agent (Accident & Health or Sickness, Credit, Life & Travel: Participate in insurance and annuity sales as member of Hackmann Wealth Partners LLC team. -Start Date 10-26-2021 -Approximate number of hours spent: 3 hours per month; 1 hour most during trading hours --Soliciting clients for Life Insurance Sales Clare Hare Darien LLC --Clothing business: Clare Hare Darien --Not investment related -Address: 21 Old Farm Road Darien, CT 06820 --President/CEO --Started 6/2005 --5 hours per month; --0 hours during trading hours --Oversee resortwear company; online and in person sales to clients and wholesale to golf clubs. Consulting Business Clare Hare Darien --President/CEO Clare Hare Darien LLC --Not investment-related --Address: 21 Old Farm Road Darien, CT 06820 --Consulting--mostly strategy and fundraising; other topics --Consultant --2012 start date to present --5-10 hours per month --0 hours during trading hours --Work for consulting platforms (including service as External Worker for McKinsey) to do various projects
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-13 |
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