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2 Bridgewater Road Suite 201, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-03-08 |
Branch Locations
2 Bridgewater Road Suite 201, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 12/2011 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2016 | 10/2024 |
| Medallion Wealth Advisors, Llc | Farmington | CT | 03/2016 | Present |
| Osaic Wealth, Inc. | Farmington | CT | 10/2024 | Present |
1. Highland Capital Brokerage: 1 Farm Glen Blvd. Farmington, CT 06032: Insurance: Investment Related? No: Start date 02/2016: Insurance agent/0% Ownership: $0/year: 5 hrs/month: 2 hrs/month during marketing hours 2. MEDALLION WEALTH ADVISORS, LLC POSITION: Invest Advisor NATURE: Investment Advisory and Financial Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 32 START DATE: 03/04/2016 ADDRESS: 2 Bridgewater Road, Suite 201, Suite 201, Farmington CT 06032, United States DESCRIPTION: Investment Advisory and Financial Planning. 3. HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2016 ADDRESS: 2 Bridgewater Road, Suite 201, Farmington CT 06032-2269, United States DESCRIPTION: Sales and service of fixed annuities and term life.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-12 |
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