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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
| CT | RA | APPROVED | 2024-10-01 |
| NY | RA | APPROVED | 2024-10-01 |
Branch Locations
440 Mamaroneck Ave Suite 403, Harrison, NY 10528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Harrison | NY | 08/2016 | Present |
| Independent Financial Partners | White Plains | NY | 08/2016 | 03/2019 |
| Independent Advisor Alliance, Llc | Harrison | NY | 03/2019 | 09/2024 |
| Moneco Advisors Dba Rightirement Wealth Partners | Fairfield | CT | 10/2024 | Present |
1. 08/08/2016: BNC Agency - Not Investment Related - At Reported Business Location(s) - Insurance Agency - Started 9/1/2014 - 2 Hours Per Month. 2. 08/08/2016: Byrke Sestok - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 25 Hours Per Month. 3. 5/8/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/8/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 7/12/2019 - Rightirement Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/08/2016 - 160 Hours Per Month During Securities Trading. 5. 12/30/2019 - RWP Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/19/2019 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 1/2/2020 - Independent Advisor Alliance - DBA: (Hybrid) Rightirement Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 11/11/2020 - Byrzerk Designs - Not Investment Related - Home Based - Other-Business Owner - Artist - Start Date: 10/20/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Designing enamel hat pins. 8. 06/22/2022 - College for Financial Planning - Not Investment Related - Home Based - Outside/W-2 Employment - Teacher - Start Date: 06/01/2022 - 15 Hours Per Month/0 Hours During Securities Trading. 9. 11/18/2024 - MONECO Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 160 Hours Per Month/ 8 Hours During Trading 10. 11/18/2024 - MONECO Westchester - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 160 Hours Per Month/ 8 Hours During Trading 11. 05/12/2025 - Not Investment Related - Outside/W-2 Employment - Various Locations - Start Date:05/05/2025 - 30 Hrs/Mth - 0 Hrs During Trading. 12. 07/29/2025 - MONECO Insurance LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/07/2025 - 8 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-07 |
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