Best Investors Account Sign in
Current Employers
Main Street Research Llc

342 Main Street, Lakeville, CT 06039 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-10
NJ RA APPROVED 2025-03-10
CT RA APPROVED 2024-09-26
NY RA APPROVED 2024-09-26
  • CA RA
    APPROVED
    Since 2025-03-10
  • NJ RA
    APPROVED
    Since 2025-03-10
  • CT RA
    APPROVED
    Since 2024-09-26
  • NY RA
    APPROVED
    Since 2024-09-26

Branch Locations

342 Main Street, Lakeville, CT 06039 • United States

30 Liberty Ship Way Third Floor, Sausalito, CA 94965 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mezrah Financial Tampa FL 09/2015 07/2017
Unemployed Tampa FL 07/2017 08/2017
Northwestern Mutual Investment Services Llc Tampa FL 08/2017 12/2018
Kevin O Connell Tampa FL 08/2017 07/2022
Nicole E Stokes Tampa FL 05/2018 07/2022
Lpl Financial Llc Tampa FL 08/2022 09/2024
Main Street Research Llc Greenwich CT 09/2024 Present
  • 09/2015 → 07/2017
    Mezrah Financial
    Tampa, FL
  • 07/2017 → 08/2017
    Unemployed
    Tampa, FL
  • 08/2017 → 12/2018
    Northwestern Mutual Investment Services Llc
    Tampa, FL
  • 08/2017 → 07/2022
    Kevin O Connell
    Tampa, FL
  • 05/2018 → 07/2022
    Nicole E Stokes
    Tampa, FL
  • 08/2022 → 09/2024
    Tampa, FL
  • 09/2024 → Present
    Greenwich, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-04
  • S65 Uniform Investment Adviser Law Examination
    2022-02-04
Other Names
  • Janelle Durbin
  • Janelle Aileen Durbin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lakeville, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor