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221 Addison Road Unit101, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-09-05 |
Branch Locations
221 Addison Road Unit 101, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | East Hartford | CT | 04/2015 | 09/2016 |
| Key Investment Services Llc | East Hartford | CT | 09/2016 | 10/2016 |
| Key Bank | East Hartford | CT | 09/2016 | 10/2016 |
| Key Bank | Manchester | CT | 10/2016 | 08/2017 |
| Lpl Financial Llc | Avon | CT | 09/2017 | 07/2019 |
| New England Capital Planners, Inc. | Avon | CT | 09/2017 | 07/2019 |
| Briggs Wealth Management. Inc. | Glastonbury | CT | 08/2019 | Present |
Willow Tax Prep LLC (Single-member LLC) Non-investment-related 28 Willow Lane Newington, CT 06111 Tax Preparation Services Managing Member, Tax Preparer 12/2023 5 hours/month 0 hours/month Prepare and electronically file individual and business tax returns
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-12 |
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