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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-13 |
| NC | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED_RES | 2026-02-09 |
Branch Locations
8 Wright Street 1St Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westport | CT | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 02/2020 |
| Ameriprise Financial Services Inc | Westport | CT | 02/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Westport | CT | 03/2020 | 02/2026 |
| Osaic Wealth | Westport | CT | 02/2026 | Present |
WESTPORT PRIVATE WEALTH LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/30/2026 ADDRESS: 30 North Broadway, Suite 206, Jericho NY 11753, United States DESCRIPTION: Company is a LLC for fixed annuity and insurance business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-22 |
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