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Canton, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-04 |
| PA | RA | APPROVED | 2021-09-02 |
| FL | RA | APPROVED | 2021-08-25 |
| TX | RA | APPROVED | 2021-04-13 |
| CT | RA | APPROVED | 2017-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 03/2016 | 12/2016 |
| Conscious Capital Wealth Management, Llc | Glastonbury | CT | 03/2016 | 03/2017 |
| Successful Wealth Strategies, Llc | Canton | CT | 03/2017 | Present |
LOVE HAS A HOME; INVESTMENT RELATED: NO; CHARITY; TITLE/POSITION: TREASURER; START DATE: 2018; 3 HRS PER MONTH; 1 HR DURING TRADING; HELP ON DIFFERENT COMMITTEES; OFFICER/DIRECTOR: TREASURER; CLIENTS INVOLVED: NO Corrin Gibbs Burke is a licensed insurance agent. From time to time, she will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Successful Wealth Strategies always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Successful Wealth Strategies in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-15 |
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