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401 Demers Ave Ste 300, Grand Forks, ND 58201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-25 |
Branch Locations
401 Demers Ave Ste 300, Grand Forks, ND 58201 • United States
Orange, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthew Greene | Westport | CT | 01/2011 | 10/2016 |
| Cigna Corporation | Bloomfield | CT | 10/2016 | 05/2022 |
| Cigna Benefits Financing, Inc. | Bloomfield | CT | 10/2017 | 05/2022 |
| Avantax Investment Services Inc | Dallas | TX | 04/2025 | 07/2025 |
| Alliance Tutoring | Greenwich | CT | 02/2024 | 04/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2025 | 07/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2025 | 07/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2025 | 07/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | 07/2025 |
| Avantax Advisory Services | Dallas | TX | 05/2022 | 07/2025 |
| Step Two Enterprises, Llc | Orange | CT | 12/2019 | Present |
| Brady Martz Wealth Solutions, Llc | Grand Forks | ND | 07/2025 | Present |
1) STEP TWO ENTERPRISES, LLC; Member; Real estate market research, bookkeeping and operations for commercial real estate developers and property managers. IR; 10 HRS; 0 HRS; 12/01/2019; 393 Clark Lane, Orange, CT 06477, United States; Track and record rent collection, leases, pay vendors, bills and mortgages, track utilities, bookkeeping for accountant. 2)TF JEWELRY LIQUIDATION; Owner; wholesale trade of precious metals. NIR; NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 393 Clark Ln, Orange CT 06477, United States DESCRIPTION: Owner of precious metal wholesale company. Passive business to buy and sell precious metals. 3)CONNECTICUT REAL ESTATE BROKERAGE LLC; Real Estate Agent; Real Estate agent. IR; 1 HRS; SECURITIES TRADING HOURS: 0 HRS; 04/01/2022; 157 E. Main St. Thomaston, CT 06787, United States; Real estate market research and analysis, and property management. 4)THINK OUT LOUD, INC.; Executive Producer; Media production studio; IR; 10 HRS; SECURITY TRADING HOURS: 0 HRS; 01/01/2025; 1160 Battery St Suite 100, San Francisco, CA 94111. Film market research for video production studio including analysis, due diligence, budgeting and marketing research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-22 |
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