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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-06-04 |
Branch Locations
15 Chesterfield Road Suite 205, East Lyme, CT 06333 • United States
41 East Main Street, Avon, CT 06001 • United States
340 Hebron Avenue, Glastonbury, CT 06033 • United States
Ashford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | West Hartford | CT | 08/2001 | 02/2018 |
| Unemplyed | Ashford | CT | 02/2018 | 06/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | Present |
| Gottfried & Somberg Wealth Management, Llc | Glastonbury | CT | 06/2018 | Present |
Fixed insurance sales; as of 06/04/2018; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-11 |
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