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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-09 |
| CT | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED_RES | 2023-10-02 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
101 Hawthorne Ave, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adcm, Llc Dba Alexandra Dest Capital Management | Pittsfield | MA | 03/2016 | 07/2019 |
| Adcm, Llc Dba Willow | Pittsfield | MA | 07/2019 | 01/2021 |
| Adcm, Llc Dba Willow | Pittsfield | MA | 02/2021 | 09/2023 |
| Moneco Advisors Dba Willow | Fairfield | CT | 09/2023 | Present |
(1) The Economic Intuitive is a news letter of which I am the Manager. The address is 101 Hawthorne Ave, Pittsfield, MA 01201. The relationship start date was 10/3/2022. Approximately 4 hours a month will be devoted to this business, of which 0 will be during securities trading hours. Duties will include research and videos. (2) Mr. Farella is an elected school committee member for the Central Berkshire Regional School District. Mr. Farella does sit on the Finance Committee but does not hold any discretion or authority over any funds or assets of the Committee. Mr. Farella receives no compensation for his work with School Committee. Less than one hour per month during trading hours (depends on certain subcommittee meeting times). 10 to 14 hours per month total. (3) Mr. Farella is a member of the Stakeholder Council for the Global Reporting Initiative (GRI) international independent standards NGO. Mr. Farella receives no compensation for his work with the GRI. One hour per month during trading hours. Four hours per month total. (4) Mr. Farella is the Chairman of the Board of Directors for the Love of T Foundation, Inc, a 501(c)3 non-profit. Mr. Farella receives no compensation for his work with The Love of T Foundation. Two hours per month during trading hours. Eight hours per month total.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
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