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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-10 |
| NY | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
2100 Dixwell Ave, Hamden, CT 06514 • United States
2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank, Inc | Rocky Hill | CT | 01/2016 | 06/2018 |
| Citizens Securities, Inc | Rocky Hill | CT | 10/2017 | 06/2018 |
| Keybank | East Hartford | CT | 07/2018 | 11/2018 |
| Key Investment Services Llc | Manchester | CT | 09/2018 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 12/2018 | 11/2021 |
| Bank Of America, N.A. | Hartford | CT | 12/2018 | 11/2021 |
| Jp Morgan Chase Bank, N.A. | South Windsor | CT | 11/2021 | 05/2024 |
| J.P. Morgan Securities Llc | South Windsor | CT | 11/2021 | 05/2024 |
| Lpl Financial, Llc | Rocky Hill | CT | 05/2024 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Purchase | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-23 |
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