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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-09 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ne York | NY | 06/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ne York | NY | 11/2016 | 04/2017 |
| Congress Wealth Management, Llc | Boston | MA | 04/2017 | 10/2020 |
| Congress Wealth Management, Llc | Westport | CT | 10/2020 | 03/2022 |
| Gratus Capital, Llc | Atlanta | GA | 03/2022 | 01/2023 |
| Moneco Advisors, Llc | Fairfield | CT | 01/2023 | Present |
1) Trumbull Little League - Not investment-related; Volunteer youth baseball and softball organization; Trumbull, CT; General Board Member; Start Date: 01/01/2026; Approx. 3 hours/month, 0 hours during trading hours; Duties include assisting with pre-season baseball clinics, serving as Commissioner of the Tee Ball softball division during the season, and supporting general league operations as needed. 2) Moneco insurance, LLC; Investment-related; Insurance agency offering life, accident, and health insurance products; Insurance Agent/Producer; Start Date: 7-1-2025; Approx. 1 hour/month, 1 hour during trading hours; Duties include acting as a licensed insurance agent engaged in the solicitation, sale, and placement of life, accident, and health insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-10 |
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