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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-12-06 |
| DE | RA | APPROVED | 2024-12-05 |
| NH | RA | APPROVED | 2024-12-04 |
| WV | RA | APPROVED | 2024-12-03 |
| MD | RA | APPROVED | 2024-12-02 |
| PA | RA | APPROVED | 2024-12-02 |
| VT | RA | APPROVED | 2024-12-02 |
| NJ | RA | APPROVED | 2024-11-29 |
| OH | RA | APPROVED | 2024-11-29 |
| RI | RA | APPROVED | 2024-11-29 |
| CT | RA | APPROVED | 2023-10-13 |
| NY | RA | APPROVED | 2023-10-13 |
Branch Locations
Wethersfield, CT • United States
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | North Haven | CT | 08/2015 | 11/2016 |
| Symmetry Partners, Llc | Glastonbury | CT | 01/2017 | 02/2023 |
| Apella Capital, Llc | Glastonbury | CT | 01/2017 | 03/2019 |
| Foreside Financial Services, Llc | Glastonbury | CT | 03/2019 | 02/2023 |
| Missionsquare Investment Services | Washington | DC | 10/2023 | Present |
| Missionsquare Retirement | Washington | DC | 10/2023 | Present |
| Unemployed | Wethersfield | CT | 03/2023 | 09/2023 |
Name: Pine Acres Club Inc. Non-investment related. Nature of Business: Acres Swim & Tennis Club. Address: 196 Western Blvd, Wethersfield, CT 06109. Position: President. Start Date: 10/01/2021. Number of hours per month devoted to other business 9; during securities trading hours 0. Duties: Oversee board of directors and general operation of the club.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-11 |
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