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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
| NH | RA | APPROVED | 2026-08-31 |
| NY | RA | APPROVED | 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 | 2024-02-08 |
| CT | RA | APPROVED | 2021-06-01 |
| NY | RA | APPROVED | 2021-06-01 |
Branch Locations
320 Boston Post Road, 2Nd Floor, Darien, CT 06820 • United States
3 Executive Park Dr., Ste 104, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Trumbull | CT | 05/2002 | 03/2017 |
| Metlife Securities Inc. | Trumbull | CT | 05/2002 | 03/2017 |
| Mml Investors Services, Llc | Stamford | CT | 03/2017 | 06/2021 |
| Massachusetts Mutual Life Insurance Company | Stamford | CT | 07/2016 | 06/2021 |
| Stratos Wealth Partners, Ltd | Darien | CT | 06/2021 | 08/2026 |
| Lpl Financial Llc | Darien | CT | 06/2021 | 08/2026 |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1. 6/1/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 04/01/2021 - 25 Hours Per Month During Securities Trading - 25 Hours Per Month/2 Hours During Securities Trading - Time Spent 100% - Selling Life and Health. 2. 09/17/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 008/17/2021 - 1 Hour Per Month/1 Hour During Securities Trading - Notary. 3. 11/10/2023 - Twenty Four Wealth Management - DBA - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 173 Hours Per Month/ 6 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
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