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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
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 | 08/2010 | 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 Rel - At Reported Business Location(s) - Start Date: 9/1/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 9/10/2021 - MONECO Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - 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) 11/05/2021 - Daly Brokerage - Investment Related - 200 Executive Blvd South Ste 4J, Southington, CT 06489 - Non-Variable Insurance - Start Date: 11/04/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 4) 08/14/2025 - Moneco Insurance LLC - Investment Related - Non-Variable Insurance - Fairfield CT - Start Date:07/01/2025 - 5 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-25 |
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