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Two Greenwich Office Park Suite 270, Greenwich, CT 06831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-13 |
| FL | RA | APPROVED | 2023-10-05 |
| CT | RA | APPROVED | 2023-07-21 |
Branch Locations
Two Greenwich Office Park Suite 270, Greenwich, CT 06831 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Long Island City | NY | 10/2015 | 04/2018 |
| Arch Global Advisors | New York | NY | 07/2018 | 07/2023 |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2019 | 04/2020 |
| Cadaret, Grant & Co., Inc. | New York | NY | 03/2020 | 07/2023 |
| Wiley Capital Partners, Llc | Greenwich | CT | 04/2023 | Present |
| Cadaret, Grant & Co., Inc | Greenwich | CT | 10/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-19 |
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