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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-23 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Southport, CT • United States
8 Wright St Suite 105, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Stamford | CT | 07/2016 | 02/2017 |
| Msi Financial Services, Inc | Stamford | CT | 07/2016 | 02/2017 |
| Lpl Financial, Llc | Westport | CT | 02/2017 | 09/2022 |
| Stratos Wealth Partners, Ltd | Westport | CT | 02/2017 | 09/2022 |
| Farther Finance Advisors | Westport | CT | 09/2022 | 04/2026 |
| Savvy | Southport | CT | 04/2026 | Present |
1. Highland Brokerage -Non-Investment Related - Southport, CT - life and long term care brokerage - Started 10/01/2021 - 2 Hours Per Month During Securities Trading. Brokerage for fixed protection products 2. TruChoice Financial - Non-Investment Related - Southport, CT - Offer insurance and annuities as part of a comprehensive financial plan. Start Date 07/01/2023 - 5 Hours Per Month / 5 Hours During Trading - Fixed and fixed index annuities, insurance. 3. Retirement Wealth Partners, Investment Related, Southport, CT, serves as the DBA entity for work at Savvy Wealth, Advisor, 04/21/2026, 40/hours a week (during trading, same hours as role at Savvy -this is the DBA for this role).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-19 |
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