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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-03-21 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 04/2019 |
| Rbc Capital Markets, Llc. | Farmington | CT | 04/2019 | 12/2019 |
| Edward Jones | St.LOuis | MO | 01/2020 | 01/2022 |
| Edward Jones | Southington | CT | 01/2020 | 01/2022 |
| Cig Private Wealth Management | Glastonbury | CT | 02/2022 | 07/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 07/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | Present |
| Omnica Wealth | Glastonbury | CT | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-12 |
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