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12 Scovil Rd, Higganum, CT 06441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spurstone Advisory Services, Llc | Weatogue | CT | 05/2016 | Present |
Owner of Spurstone Wealth Management, LLC. The firm offers non-variable insurance products including term life, guaranteed universal life, whole life, long-term care (LTC), disability, fixed annuities, and health insurance. Insurance products may be offered to and sold to advisory clients. This individual is not a licensed insurance agent and does not sell or solicit insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-03 |
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