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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Savings Bank | Danbury | CT | 05/2011 | 06/2018 |
| Raymond James Financial Services, Inc. | Danbury | CT | 03/2016 | 06/2018 |
| Raymond James Financial Services Advisors Inc. | Danbury | CT | 04/2016 | 06/2018 |
| Mill Road Capital | Greenwich | CT | 06/2018 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | Present |
| Bailey & Beatty Financial Services | Danbury | CT | 01/2019 | Present |
1. Fixed insurance sales, as an Agent; As of January 2018; Approximately less than 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Hospitality, Speed Sport Tuning, providing support and hospitality for a race team; Located at 52 Miry Brook Rd Danbury, CT 06810, as of 08/15/2025; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
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