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One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-01-23 |
Branch Locations
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Austin | TX | 05/2015 | 02/2019 |
| Td Ameritrade, Inc. | Austin | TX | 02/2018 | 02/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 02/2019 |
| Dimensional Fund Advisors | Austin | TX | 02/2019 | 03/2022 |
| Mercer Global Advisors | Denver | CO | 03/2022 | 12/2022 |
| Virtus Investment Partners | Universal City | TX | 12/2022 | Present |
| Vp Distributors Llc | Universal City | TX | 01/2023 | Present |
Rover; Business is not investment related; Address: 720 Olive Way, Seattle, Washington 98101; Nature of the other business: Pet sitter; Position: Pet sitter; Start date: 9/17/2024; Approximate HRs/Weekly devoted to other business: 1; Number of hours devoted during securities trading hours: 0; Duties related to other business: Pet sitting/dog walking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-17 |
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