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420 Center Street 1St Floor, Wallingford, CT 06492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-02-01 |
Branch Locations
420 Center Street 1St Floor, Wallingford, CT 06492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park City Ford | Bridgeport | CT | 01/2016 | 02/2019 |
| Toomey Investment Management | Wallingford | CT | 02/2019 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 08/2019 | Present |
02/2019: Life, Accident and Health Insurance; non investment related; no ownership; this plus Tomomey is 40 hrs/week during market hours. 02/2019: IA through Toomey Investment Management Inc; investment related RIA, Tax Prep; no ownership; 40 hrs/week during market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-30 |
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