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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-26 |
Branch Locations
1266 East Main Street 6Th Floor, Stamford, CT 06902 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Risk & Regulatory Consulting, Llc | Farmington | CT | 08/2015 | 07/2018 |
| Jnjweiss Corp | Glastonbury | CT | 04/2018 | 01/2021 |
| Guaranteed Rate | Southington | CT | 01/2021 | 08/2024 |
| Instacart | Glastonbury | CT | 11/2023 | 10/2024 |
| Nylife Securities Llc | Windsor | CT | 05/2024 | 06/2025 |
| Equitable Advisors, Llc | New York | NY | 06/2025 | Present |
| Eagle Strategies Llc | Windsor | CT | 12/2024 | 06/2025 |
| New York Life Insurance Company | Windsor | CT | 05/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-02 |
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