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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Investment Partners | Hartford | CT | 10/2008 | 10/2022 |
| Vp Distributors Inc | Hartford | CT | 02/2009 | 10/2022 |
| Capital Wealth Planning, Llc | Glastonbury | CT | 01/2024 | 10/2025 |
| Unemployed | Glastonbury | CT | 11/2022 | 12/2023 |
| Symmetry Partners Llc | Glastonbury | CT | 10/2025 | Present |
| Foreside Financial Services, Llc | Glastonbury | CT | 11/2025 | Present |
Symmetry Partners LLC; Investment Related; Glastonbury, CT; Sales; EVP, Sales and Distribution; Start 10/2025; 160 Hrs/Month; Sales Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-28 |
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