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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-19 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
55 Post Road West Suite 300, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resnick Investment Advisors, Llc | Westport | CT | 03/2016 | 12/2018 |
| Gyl Financial Synergies, Llc | West Hartford | CT | 01/2019 | Present |
| The Colony Group, Llc | Boston | MA | 11/2024 | Present |
1) Sutton Place Investment Realty, LLC; non investment-related; 7 Spar Rd, Norwalk 06855; Real Estate; Manager; 2000; 5 hours per year; 0 hours during securities trading hours; Owner 2) CAG QPRT; Non investment related; 7 Spar Rd., Norwalk, CT 06855; Estate planning; Trustee for aunt who is a client; 2004; 1 hour per year; 0 during trading hours; Sign annual tax return
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
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