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2 Bridgewater Road Suite 201, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-03-11 |
| MA | RA | APPROVED | 2014-01-22 |
| CT | RA | APPROVED | 2013-01-10 |
Branch Locations
2 Bridgewater Road Suite 201, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Farmington | CT | 01/2013 | 10/2024 |
| Medallion Wealth Advisors, Llc | Farmington | CT | 01/2013 | Present |
| Osaic Wealth, Inc. | Farmington | CT | 10/2024 | Present |
Highland Capital Brokerage: 1 Farm Glen Blvd. Farmington, CT 06032: Insurance: Investment Related? No: Start date 1/2013: Insurance agent/0% Ownership: $10000/year: 5 hrs/month: 2 hrs/month during marketing hours Medallion Wealth Advisors: 2 Bridgewater Rd. -Ste 201 Farmington, CT 06032: Investment planning and financial advisory: Investment related? Yes: Start date 01/2013: Investment advisor with IAR; 0% ownership: $160,000/year: 180 hrs/month: 180 hrs/month during marketing hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
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