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1 Bradley Road Suite 202, Woodbridge, CT 06525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-10-25 |
Branch Locations
555 Long Wharf Dr., New Haven, CT 06511 • United States
1 Bradley Road Suite 202, Woodbridge, CT 06525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wadsworth Investment Co., Inc. | Wallingford | CT | 05/2000 | 12/2016 |
| Marcum Llp | New Haven | CT | 01/1993 | Present |
| Pts Asset Management | North Haven | CT | 05/2000 | 08/2017 |
| Heritage Capital Llc | Woodbridge | CT | 10/2007 | Present |
MARCUM, LLP 555 LONG WHARF DRIVE, 12TH FLOOR NEW HAVEN, CT 06511 THE BUSINESS IS NOT INVESTMENT RELATED. THE NATURE OF THE OUTSIDE BUSINESS IS CERTIFIED PUBLIC ACCOUNTANTS-ACCOUNTING, TAX AND CONSULTING SERVICES. POSITION:PARTNER START DATE: 02/01/2012 APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO THE OUTSIDE BUSINESS: 200 NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS DURING SECURITIES TRADING HOURS: 130 DUTIES: TAX CONSULTING AND PREPARATION, ASSURANCE SERVICES, MANAGEMENT OF PERSONNEL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-07 |
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