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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-01 |
| VA | RA | APPROVED | 2024-02-01 |
| CT | RA | APPROVED | 2000-06-30 |
Branch Locations
26 Broadway, North Haven, CT 06473 • United States
13800 Coppermine Rd 3Rd Floor, Herndon, VA 20171 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Lakewood Ranch, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Wallingford | CT | 06/1999 | Present |
| Wealthport, Llc | North Haven | CT | 01/2017 | Present |
1. FIXED INSURANCE SALES THROUGH WEALTHPORT LLC. INVESTMENT RELATED, AT BRANCH LOCATION. 2. Co-owner of WealthPort, LLC, entity created to facilitate securities, advisory, and insurance businesses. Investment related. Conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-11 |
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