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One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-10 |
Branch Locations
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinker Capital | Berwyn | PA | 12/2001 | 08/2020 |
| Orion Portfolio Solutions | Omaha | NE | 09/2020 | 06/2022 |
| Ategenos Capital, Llc | Berwyn | PA | 06/2022 | 11/2024 |
| Vp Distributors, Llc | Ambler | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-15 |
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