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350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-06 |
| NY | RA | APPROVED | 2025-06-06 |
Branch Locations
350 Motor Parkway Suite 300, Hauppauge, NY 11788-2981 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Ct State University | Danbury | CT | 08/2017 | 05/2019 |
| Wells Fargo | Stamford | CT | 01/2013 | 03/2018 |
| Wells Fargo Clearing Services Llc | Stamford | CT | 11/2016 | 03/2018 |
| Mass Mutual Life Insurance Company | Shelton | CT | 08/2018 | 01/2019 |
| Mml Investors Services | Shelton | CT | 08/2018 | 01/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2019 | 03/2020 |
| Northwestern Mutual Investment Services Llc | Norwalk | CT | 02/2019 | 03/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2019 | 03/2020 |
| Lpl Financial, Llc | Fairfield | CT | 04/2020 | 01/2025 |
| Moneco Advisors | Fairfield | CT | 04/2020 | 04/2023 |
| Moneco Advisors | Fairfield | CT | 04/2023 | 01/2025 |
| United Financial Planning Group, Llc | Hauppauge | NY | 06/2025 | Present |
| Unemployed | Norwalk | CT | 01/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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