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342 Main Street, Lakeville, CT 06039 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-17 |
| NJ | RA | APPROVED | 2024-01-05 |
| CA | RA | APPROVED | 2024-01-02 |
| CT | RA | APPROVED | 2024-01-02 |
| NY | RA | APPROVED | 2024-01-02 |
| PA | RA | APPROVED | 2024-01-02 |
Branch Locations
380 Greenwich Ave., Greenwich, CT 06830 • United States
342 Main Street, Lakeville, CT 06039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 04/2014 | 09/2016 |
| E*Trade Securities Llc | New York | NY | 09/2016 | 09/2022 |
| E*Trade Capital Management Llc | New York | NY | 09/2016 | 09/2022 |
| Main Street Research Llc | Greenwich | CT | 01/2024 | Present |
| Unemployed | Fairfield | CT | 10/2022 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-15 |
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