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Wpg Advisory Group, LLC CRD 174200
128 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11A Pasco Drive, East Windsor, CT 06088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-03-12 |
| CT | RA | APPROVED | 2015-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Preservation Group | Enfield | MA | 03/2009 | Present |
| Wpg Advisory Group, Llc | East Windsor | CT | 02/2015 | Present |
1)WEALTH PRESERVATION GROUP; INVT REL; 11A Pasco Drive, East Windsor CT 06088; DBA NAME FOR ADVISORY BUSINESS AND INSURANCE; INVESTMENT ADVISOR REPRESENTATIVE AND INSURANCE AGENT; START 01/2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-13 |
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