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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-20 |
Branch Locations
19 Ludlow Road Suite 202, Westport, CT 06880 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westport | CT | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 03/2014 | 02/2020 |
| Ameriprise Financial Services Inc | Westport | CT | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Westport | CT | 02/2020 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Westport | CT | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Westport | CT | 01/2026 | Present |
(1)Name of Business: Westport Wealth Partners Address: 22 Ludlow Rd, Westport, CT, 06880, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/16/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Associate for the company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
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