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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED_RES | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Management | Greenwich | CT | 04/2021 | 10/2021 |
| Bharat Overseas | New York | NY | 09/2015 | 04/2021 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Greenwich | CT | 06/2024 | 05/2025 |
| Stratos Wealth Partners, Ltd. | Darien | CT | 05/2025 | 08/2026 |
| Lpl Financial Llc | Darien | CT | 06/2025 | 08/2026 |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1) Insurance Agent; Investment Related; 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; Insurance; Agent; Start Date: 09/01/2026; Number of hours/month: 5; Number of hours during security trading: 5; Agent for life and fixed business through various IMOs and direct relationship with insurance companies. 2) Twenty Four Wealth; Investment Related: 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; RIA; IAR; Start Date: 09/01/2026; Number of hours/month: 160; Number of hours during security trading: 130; IAR 3) Kirpalani Group; Not Investment Related; Cos Cob, CT 06807; Rental Property; Landlord; Number of hours/month: 1; Number of hours during security trading: 0; Landlord 4) N.C Kirpalani Group; Not Investment Related; Cos Cob, CT 06807; Rental Property; Landlord; Number of hours/month: 1; Number of hours during security trading: 0; Landlord
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
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