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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | TEMPREG | 2026-08-31 |
| NH | RA | TEMPREG | 2026-08-31 |
| NY | RA | APPROVED | 2026-08-31 |
| TX | RA | TEMPREG | 2026-08-31 |
Branch Locations
320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-06 |
| NY | RA | APPROVED | 2021-03-11 |
| CT | RA | APPROVED | 2019-12-18 |
| TX | RA | APPROVED | 2019-12-13 |
Branch Locations
320 Boston Post Rd, 2Nd Floor, Darien, CT 06820 • United States
3 Executive Park Dr., Ste 104, Bedford, NH 03110 • United States
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Trumbull | CT | 05/2002 | 03/2017 |
| Mml Investors Services, Llc | Stamford | CT | 03/2017 | 12/2019 |
| Massachusetts Mutual Life Insurance Company | Stamford | CT | 07/2016 | 12/2019 |
| Lpl Financial Llc | Darien | CT | 12/2019 | 08/2026 |
| Stratos Wealth Partners, Ltd | Darien | CT | 12/2019 | 08/2026 |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1) Insurance Agent; Investment Related; 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; Insurance; Agent; Start Date: 09/01/2026; Number of hours/month: 5; Number of hours during trading hours: 5; Agent for life and fixed business through various IMOs and direct relationship with insurance companies. 2) Twenty Four Wealth; Investment Related; 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; RIA; Owner & IAR; Start Date: 09/01/2026; Number of hours/month: 160; Number of hours during trading hours: 130; IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-16 |
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