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10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-04-19 |
| FL | RA | APPROVED | 2000-10-09 |
| CT | RA | APPROVED | 1997-05-23 |
Branch Locations
10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Group Of North America, Llc | Farmington | CT | 08/1995 | Present |
| Triad Advisors, Inc. | Norcross | GA | 11/2014 | 05/2017 |
1)WEALTH MANAGEMENT GROUP OF North America, LLC;INVESTMENT RELATED;10 TALCOTT NOTCH ROAD, SUITE 103,FARMINGTON,CT 06032;FINANCIAL PLANNING;CEO;8/19/1995;160 HRS/MONTH;6.5 HRS DURING TRADING;OWNER/PARTNER 2)SELF-INSURANCE BUSINESS;NOT INVESTMENT RELATED;10 TALCOTT NOTCH ROAD, SUITE 103,FARMINGTON,CT 06032;INSURANCE SALES;AGENT;8/19/1995;10 HRS/MONTH;6.5 HRS DURING TRADING;SALE OF LIFE,HEALTH,LTC AND DISABILITY INSURANCE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-21 |
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