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426 Boston Post Road Suite A, Waterford, CT 06385 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED_RES | 2014-05-14 |
| FL | RA | APPROVED | 2013-01-02 |
| CT | RA | APPROVED | 2012-12-10 |
Branch Locations
426 Boston Post Road Suite A, Waterford, CT 06385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 10/2012 | 06/2024 |
| Compass Rose Strategic Partners Llc | Waterford | CT | 10/2012 | Present |
| Vanderbilt Financial Group | Woodbury | NY | 06/2024 | Present |
1) Compass Rose Strategic Patrtners LLC. Investment related. Start date: 10/12/2012. Address: 426 Boston Post Road, Waterford CT, 06385. Title: RIA:Owner/member CFP IAR. Duties: Comprehensive financial planning. Time spent during regular hours: 90% 2) Insurance Business. Not Investment related. Start date: 10/12/2012. Address: 426 Boston Post Road, Waterford CT, 06385. Title: CFP. Duties: Insurance business which includes LTC, term life insurance, VUL life insurance, fixed annuities and various insurance products based on clients needs and goals. Time spent during regular hours: 5%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-18 |
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