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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-19 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
75 Isham Road Suite 310, West Hartford, CT 06107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Rochester | NY | 04/2020 | 05/2021 |
| Fidelity Investments | West Hartford | CT | 05/2021 | 10/2023 |
| Gyl Financial Synergies | West Hartford | CT | 11/2023 | 11/2024 |
| Fidelity Investments | Overland Park | KS | 07/2017 | 04/2020 |
| Fidelity Investments | Overland Park | KS | 06/2016 | 07/2017 |
| Focus Partners Wealth, Llc | Boston | MA | 11/2024 | Present |
the name of the other business - West Hartford Girls Flag Football whether the business is investment-related - No the address of the other business - Flatbush and Price Blvd West Hartford, CT 06107 the nature of the other business - Facilitate an environment for girls to learn about the game of football with their peers your position - Director of Girls Flag Division title, or relationship with the other business - Director of Girls Flag Division the start date of your relationship - 04/21/25 the approximate number of hours/month you devote to the other business - 10 the number of hours you devote to the other business during securities trading hours - 0 and briefly describe your duties relating to the other business - Help organize practice and game schedules; advocate for building out coaching positions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-21 |
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