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Inactive

Ervin Braun

Trivium Point Advisory, LLC

Old Greenwich, CT

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Current Employers
Trivium Point Advisory, Llc

40 Danbury Road Suite 301, Wilton, CT 06897 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-12-13
  • CT RA
    APPROVED
    Since 2018-12-13

Branch Locations

Old Greenwich, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optmed, Inc. New York NY 07/2013 Present
Paradigm Financial Partners, Llc Westport CT 07/2015 08/2018
Paradigm Financial Partners, Llc Westport CT 10/2018 Present
  • 07/2013 → Present
    Optmed, Inc.
    New York, NY
  • 07/2015 → 08/2018
    Paradigm Financial Partners, Llc
    Westport, CT
  • 10/2018 → Present
    Paradigm Financial Partners, Llc
    Westport, CT
Other Businesses

OptMed, Inc., not investment-related, New York, NY, company develops specialty healthcare products, CEO & Director, 7/2013.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-17
  • S65 Uniform Investment Adviser Law Examination
    2018-11-17

View on SEC IAPD

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