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257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-22 |
Branch Locations
257 Riverside Avenue Suite 301, Westport, CT 06880 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Shelton | CT | 07/2016 | 11/2021 |
| Massmutual | Shelton | CT | 07/2016 | 11/2021 |
| Barnum Financial Group | Shelton | CT | 09/2011 | 11/2021 |
| Procyon Advisors, Llc | Shelton | CT | 11/2021 | 05/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Shelton | CT | 03/2024 | 05/2025 |
| Third View Private Wealth | Westport | CT | 05/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 07/2025 | Present |
1.) THIRD VIEW RISK LLC - 6/18/25 - 257 Riverside Avenue, Suite 301, Westport, CT 06880 - Owner of entity and licensed agent, Implementing non-variable insurance solutions as client needs arise, Not Invt Rel, Fixed ins business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) WESTOVER MIANUS PARTNERSHIP LLC - 3/11/24 - 257 Riverside Avenue, Suite 301, Westport, CT 06880 - Owner of LLC that is subdividing 56 acres of land in Stamford, CT to be sold as lots, Not Invt Rel, Real estate investment business, 5 hrs/mo; 1 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-11 |
| S66 | Uniform Combined State Law Examination | 2012-01-23 |
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