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302 West Main Street Suite 206, Avon, CT 06001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-18 |
| CT | RA | APPROVED | 2016-02-22 |
Branch Locations
302 West Main Street Suite 206, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Private Wealth Management Group | Farmington | CT | 04/2014 | Present |
| Milestone Asset Management Group, Llc | Avon | CT | 02/2016 | Present |
1. Podcast: "Fresh Perspective Planning". Started: 04/2021. Title: Host and Writer. Spends: 1 to 2 hrs/month. The podcast may cover certain financial topics, it is designed to be general in nature and not designed to address the needs of any specific individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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