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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-04-06 |
Branch Locations
11 South Main Street, West Hartford, CT 06107 • 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 |
|---|---|---|---|---|
| Scottrade, Inc | West Hartford | CT | 04/2015 | 10/2016 |
| Fidelity Brokerage Services Llc | West Hartford | CT | 10/2016 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Voya Financial Advisors, Inc. | Windsor | CT | 01/2020 | 03/2023 |
| Unemployed | Longmeadow | MA | 10/2019 | 01/2020 |
| Charles Schwab & Co., Inc. | West Hartford | CT | 03/2023 | Present |
| Charles Schwab Bank, Ssb | West Hartford | CT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-09 |
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