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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| CT | RA | APPROVED | 2019-12-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Fairfield | CT | 08/2004 | Present |
| Moneco Advisors, Llc | Fairfield | CT | 12/2019 | Present |
1. 4/1/2019 - Moneco Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/28/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 2. 12/17/2019 - MONECO Advisors, LLC - DBA: (Hybrid) Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/02/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Moneco Advisors, an independent investment advisor firm. I started this business activity in 12/2019. 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. 3/8/2021 - GBS Insurance and Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Writing Agent - Started 03/05/2021 - 1 Hour Per Month During Securities Trading. 4.09/05/2025 - Moneco Insurance LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date: 07/01/2025 - 2 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-09 |
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