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176 Westbrook Road, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-03-13 |
Branch Locations
30 Jelliff Ln, Southport, CT 06890 • United States
176 Westbrook Road, Essex, CT 06426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Partners, Llc | Glastonbury | CT | 05/2013 | 03/2017 |
| Essex Financial Services, Inc | Essex | CT | 03/2017 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: PORTSMOUTH ABBEY SCHOOL 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: CORYS LANE, PORTSMOUTH, RHODE ISLAND 2871 5.NATURE OF BUSINESS: OTHER,LEADERSHIP BOARD 6.COMPENSATION FOR ACTIVITY: N 7.POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, 8.START DATE OF RELATIONSHIP: 1/1/2013 9.NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: ALUMNI LEADERSHIP COUNCIL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-17 |
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