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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-11 |
| KS | RA | APPROVED | 2025-08-11 |
Branch Locations
15 North Main Street, Suite 229, West Hartford, CT 06107 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mystic | CT | 01/2019 | 08/2023 |
| Adt | Wallingford | CT | 06/2016 | 12/2016 |
| I2E Consulting, Llc | Groton | CT | 01/2017 | 08/2017 |
| Unemployed | Groton | CT | 08/2017 | 12/2017 |
| Groton Public Schools | Groton | CT | 01/2018 | 05/2018 |
| Charter Oak State College | New Britain | CT | 05/2018 | 08/2018 |
| Groton Public Schools | Groton | CT | 09/2018 | 01/2019 |
| Bank Of America, N.A. | Mystic | CT | 03/2019 | 08/2023 |
| Tucker Asset Management Llc | Littleton | CO | 08/2023 | 05/2024 |
| Tumolo Financial | East Lyme | CT | 08/2023 | 05/2024 |
| Scranton Financial Group | Westbrook | CT | 06/2024 | 03/2025 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 07/2024 | 03/2025 |
| Prime Capital Financial | Overland Park | KS | 08/2025 | Present |
| Unemployed | Waterford | CT | 03/2025 | 08/2025 |
Rental Property- Non Investment related. 31 Vivian Street Waterford CT 06385. Ownership and Management of rental property for rental Income. This does not encompass any business hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
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