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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| CT | RA | APPROVED | 2022-01-24 |
Branch Locations
One Hamden Center 2319 Whitney Avenue, Suite 6A, Hamden, CT 06518 • United States
Fairfield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Stamford | CT | 05/2011 | 08/2018 |
| Tiaa | Hamden | CT | 08/2018 | 11/2020 |
| Unemployed | Norwalk | CT | 11/2020 | 03/2021 |
| Strategic Advisers Llc | Stamford | CT | 11/2013 | 07/2018 |
| Tiaa Cref Individual And Institutional Services Llc | Hamden | CT | 08/2018 | 11/2020 |
| Benjamin Feldman | New York | NY | 04/2021 | 12/2021 |
| Northwestern Mutual Investment Services Llc | New York | NY | 03/2021 | 12/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2021 | 12/2021 |
| Fidelity Personal And Workplace Advisors | Stamford | CT | 07/2018 | 08/2018 |
| Fidelity Brokerage Services, Llc | Stamford | CT | 05/2011 | 08/2018 |
| Tiaa | Hamden | CT | 01/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hamden | CT | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-18 |
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