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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CT | RA | APPROVED | 2021-03-30 |
Branch Locations
71 Raymond Road, West Hartford, CT 06107 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford | CT | 05/2007 | 05/2017 |
| Bank Of America, N.A. | West Hartford | CT | 05/2007 | 05/2017 |
| Lindberg & Ripple | West Hartford | CT | 05/2017 | 03/2021 |
| M Holdings Securities | Portland | OR | 05/2017 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | 08/2026 |
| Sheridan Wealth Management, Llc | West Hartford | CT | 03/2021 | 08/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford | CT | 08/2026 | Present |
1. Owner, Sheridan Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 03/30/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 03/30/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
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