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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cjs Financial Advisers | Boca Raton | FL | 10/2014 | 04/2018 |
| Mccloskey And Associates Pa | Melbourne | FL | 04/2018 | 04/2022 |
| Portsmouth-Smartlife Financial Group | Atlanta | GA | 04/2022 | 09/2024 |
| Fiscal Wisdom Wealth Management, Llc | Canton | CT | 09/2024 | Present |
BGS Financial Services, LLC. Investment Related. 16837 Bridge Crossing Cir., Delray Beach, FL 33446. Insurance Agency. Independent Insurance Agent. Start date 02/2008. 20 hours per month. 2 hours per day during securities trading hours. Offering insurance products from various independent insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-10 |
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