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88 Danbury Rd Suite 2D, Wilton, CT 06897 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2017-11-08 |
| TX | RA | APPROVED_RES | 2016-04-22 |
| CT | RA | APPROVED | 2016-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iag, Llc | Stratford | CT | 04/2011 | 12/2017 |
| Catum Advisory Group, Llc. | Easton | CT | 04/2016 | Present |
| Cb Design Group | Alexandria | VA | 04/2016 | 12/2021 |
1. INSURANCE SALES, CONDUCTED AT BRANCH OFFICE. 2. DEVLIN & ASSOCIATES, INC. - VICE PRESIDENT OF A THIRD PARTY ADMINISTRATOR FIRM; NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-16 |
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