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One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-20 |
Branch Locations
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Warwick, RI • 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 |
|---|---|---|---|---|
| Pioneer Funds Distributor, Inc. | Boston | MA | 04/2014 | 04/2018 |
| Russell Investments | Seattle | WA | 03/2018 | 01/2024 |
| Ategenos Capital, Llc | Berwyn | PA | 02/2024 | 11/2025 |
| Zacks Investment Management | Chicago | IL | 11/2025 | 12/2025 |
| Vp Distributors, Llc | Warwick | RI | 12/2025 | Present |
| Virtus Investment Advisers, Llc | Warwick | RI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-10 |
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