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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webster Bank | Oxford | CT | 08/1986 | 12/2023 |
| Lpl Financial Llc | Ansonia | CT | 10/2011 | 12/2023 |
| Osaic Institutions, Inc. | Meriden | CT | 12/2023 | Present |
1.) Rental property that is not investment related, I serve as the property manager on on numerous properties. The amount of hours in total monthly is roughly 40, with none of those during market hours. Locations are 19 Corlear Dr Willsboro NY, 227 Corlear Dr Willsboro NY, and 55 Edmonds Rd Oxford CT. I started property management on these properties in 2011, 2012 and 2023 respectively. 2.) Rental Property. Owner. Not investment related. Started Jan 2026. Approx 2 hours per month. Rental income. 107 Gulf View Drive Fort Myers FL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-15 |
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