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1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-24 |
| MD | RA | APPROVED | 2024-05-15 |
| CT | RA | APPROVED | 2021-09-08 |
Branch Locations
136 Main St. Suite 201 Brooks Corner, Westport, CT 06880 • United States
1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 03/2014 | 10/2019 |
| Unemployed | Orange | CT | 10/2019 | 11/2019 |
| Patriot Contracting Group | Orange | CT | 11/2019 | 02/2021 |
| Kennedys Barber Club | Fairfield | CT | 10/2019 | 04/2021 |
| Metlife Securities | Orange | CT | 03/2021 | 11/2021 |
| Sentinel Asset Management, Llc | Wallingford | CT | 10/2021 | Present |
| Marriott Courtyard | Orange | CT | 04/2021 | 10/2021 |
| Amazon | Orange | CT | 04/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-12 |
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