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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-06 |
| MD | RA | APPROVED | 2023-11-06 |
| NY | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Rye Brook | NY | 04/2016 | 08/2018 |
| Strategies For Wealth/Park Avenue Securities Llc | Rye Brook | NY | 08/2015 | 08/2018 |
| Mml Investors Services, Llc | Shelton | CT | 08/2018 | 12/2021 |
| Massmutual Life Insurance Co | Shelton | CT | 07/2018 | 12/2021 |
| Moneco Advisors, Llc Dba Moneco Advisors | Fairfield | CT | 12/2021 | 11/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 11/2023 | Present |
(1) Name: Chris Tormey- Monetary Metals Inv rel: Y Add: Residential Address Nature: Monetary Metals is a Gold and Silver Depository at which I keep personal holdings of gold and silver bullion. From time to time, Monetary Metals offers the opportunity for me to lend out my gold and silver for interest over a short time period (3 months to 2 years). Position: Monetary Metals Start date: 08/09/2017 No. HR/MO: 1 No. HR/MO during sec trading: 0.. (2) Christopher Tormey Inv rel: Y Add: 6 Corporate Drive Shelton CT 06484 Nature: NonMMLIA Insurance Brokerage Position: Agent Start date: 08/13/2018 No. HR/MO: 40 No. HR/MO during sec trading: 30 Describe duties: Property/Casualty, life, and health (3) Christopher Tormey Inv Rel: Y; Direct broker for several companies; Agent Start Date: 01/2022, 03/2023. No HR/MO during sec trading; 30 Describe duties: Property/Casualty, life and health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-05 |
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