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Monroe, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-09 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Associates | Norwalk | CT | 07/2012 | 10/2016 |
| Securities America, Inc. | Norwalk | CT | 05/2014 | 10/2016 |
| Unemployed | Monroe | CT | 10/2016 | 03/2017 |
| Voya Financial Advisors, Inc. | Fairfield | CT | 03/2017 | 09/2017 |
| National Securities Corp | Norwalk | CT | 09/2017 | 07/2022 |
| Arete Wealth Management | Chicago | IL | 07/2022 | 07/2023 |
| Lifeworks Advisors, Llc | Newtown | CT | 07/2023 | Present |
| Thrivealike Llc | Monroe | CT | 10/2025 | Present |
INSURANCE SALES; INDEPENDENT INSURANCE AGENT; WHITE PLAINS, NY; START DATE 07/2022; 15 HRS/MTH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
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