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100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-12 |
Branch Locations
100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services Inc | North Haven | CT | 09/2015 | 09/2018 |
| Key Investment Services Llc | Manchester | CT | 09/2018 | 12/2019 |
| Key Investment Services Llc | Cohoes | NY | 12/2019 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 03/2022 | 11/2023 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 01/2024 | 11/2024 |
| Strategies For Retirement, Llc | Shelton | CT | 10/2023 | Present |
| Stone Wall Money Management Llc | Shelton | CT | 11/2024 | Present |
1.) Strategies for Retirement, LLC Investment Related?: Yes Address of other business: Shelton, CT Nature of other business: Selling of Insurance and Annuities Your position: Insurance Agent Start Date: 10/2023; How many hours you devote to the other business per month: 80 How many hours you devote to the other business during securities trading hours: 80 Briefly describe your duties: Selling of insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-14 |
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