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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-09-02 |
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
175 Elm St., New Canaan, CT 06840 • United States
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Stamford | CT | 01/2012 | 03/2017 |
| Mml Investors Services, Llc | Stamford | CT | 03/2017 | 09/2021 |
| Massachusetts Mutual Life Insurance Company | Stamford | CT | 07/2016 | 09/2021 |
| Lpl Financial Llc | New Canaan | CT | 09/2021 | Present |
| Moneco Advisors, Llc | Fairfield | CT | 09/2021 | Present |
1) 09/02/2021 - MONECO New Canaan- DBA for LPL Business (entity for LPL business)- Inv. Related- New Canaan, CT- start date 9/1/2021 - 160hrs/mnth 8 hrs during Trading 2) 9/13/2021 - Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 9/1/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 09/03/2025 - MONECO Insurance, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date:07/1/2025 - 2hrs/mnth 1 hr during Trading. 4. 12/19/2025-363 Reef Road Real Estate-Advisor-Real Estate Rental-Inv Related-At Fairfield, CT-Start date 11/15/2025-1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-24 |
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