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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-04-23 |
Branch Locations
31 Liberty Street Suite #207, Southington, CT 06489 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wallingford | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wallingford | CT | 11/2016 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | Present |
| Fd Financial | Southington | CT | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-21 |
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