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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-02 |
| WA | RA | APPROVED | 2026-01-30 |
Branch Locations
151 National Drive, Glastonbury, CT 06033 • United States
Lakewood, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | East Puyallup | WA | 06/2013 | 04/2017 |
| John Hancock Funds Llc | Boston | MA | 06/2013 | 04/2017 |
| Edward Jones | St Louis | MO | 05/2017 | 04/2018 |
| Virtus Investment Partners | Puyallup | WA | 04/2018 | 12/2023 |
| Vp Distributors Llc | Puyallup | WA | 05/2018 | 12/2023 |
| Soltis Investment Advisors, Llc | Seattle | WA | 03/2024 | 04/2025 |
| Alpha Cubed Investments, Llc | Irvine | CA | 04/2025 | 07/2025 |
| Usi Consulting Group | Glastonbury | CT | 09/2025 | 01/2026 |
| Usi Advisors | Glastonbury | CT | 09/2025 | 01/2026 |
| Symmetry Partners, Llc | Lakewood | WA | 01/2026 | Present |
| Foreside Financial Services, Llc | Lakewood | WA | 03/2026 | Present |
Symmetry Partners, LLC; Investment Related; Lakewood, WA; Financial Advisor; Regional Director West; 01/2026; 160 Hrs/Month; Promoting Symmetry Partners Funds
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-07 |
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