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Current Employers
Twenty Four Wealth

320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-31
TX RA APPROVED 2026-08-31
  • CT RA
    APPROVED
    Since 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States

Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-22
TX RA APPROVED_RES 2025-05-22
  • CT RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED_RES
    Since 2025-05-22

Branch Locations

320 Boston Road 2Nd Floor, Darien, CT 06820 • 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
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
  • 04/2021 → 10/2021
    Northcoast Asset Management
    Greenwich, CT
  • 09/2015 → 04/2021
    Bharat Overseas
    New York, NY
  • 11/2021 → 06/2024
    Connectus Wealth
    Greenwich, CT
  • 06/2024 → 05/2025
    Kovitz Investment Group Partners, Llc
    Greenwich, CT
  • 05/2025 → 08/2026
    Darien, CT
  • 06/2025 → 08/2026
    Lpl Financial Llc
    Darien, CT
  • 08/2026 → Present
    Private Client Services, Llc
    Darien, CT
  • 08/2026 → Present
    Darien, CT
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-22
S65 Uniform Investment Adviser Law Examination 2021-06-14
  • S63 Uniform Securities Agent State Law Examination
    2026-01-22
  • S65 Uniform Investment Adviser Law Examination
    2021-06-14

View on SEC IAPD

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