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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| NJ | RA | APPROVED | 2023-06-22 |
| CT | RA | APPROVED | 2016-05-20 |
Branch Locations
South Glastonbury, CT • United States
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
Mmnt Certified Public Accountants 160 Chapel Road, Manchester, CT 06042 • United States
23 East Main St, Clinton, NJ 08809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Connecticut | Storrs | CT | 09/2012 | Present |
| Omnica Wealth | Glastonbury | CT | 02/2015 | Present |
1. Fixed insurance sales; as of 02/02/2017; Approximately 1% of time spent during business hours; Conducted at branch location; Investment related 2. Co-Owner and Partner, Omnica Wealth, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
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