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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-12 |
| CT | RA | APPROVED | 2026-05-05 |
Branch Locations
1305 Post Road Suite 202, Fairfield, CT 06824 • United States
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westport Resources Investment Services, Inc. | Westport | CT | 11/2006 | 12/2017 |
| United Planners Financial Services Of America | Scottsdale | AZ | 12/2017 | 02/2021 |
| Cruice Investment Advisors, Ltd. | Westport | CT | 09/2006 | 05/2026 |
| Moneco Advisors | Fairfield | CT | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-25 |
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