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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
| NY | RA | APPROVED | 2026-08-31 |
Branch Locations
320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-09 |
| CT | RA | APPROVED | 2020-01-22 |
Branch Locations
320 Boston Post Road 2Nd Floor, Darien, CT 06820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc | Shelton | CT | 03/2016 | 03/2017 |
| Mass Mutual Life Insurance Co | Stamford | CT | 07/2016 | 12/2019 |
| Mml Investors Services, Llc | Stamford | CT | 03/2017 | 12/2019 |
| Lpl Financial, Llc | Darien | CT | 12/2019 | 08/2026 |
| Stratos Wealth Partners, Ltd | Darien | CT | 12/2019 | Present |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1) Twenty Four Wealth; Investment Related: 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; RIA; Owner & IAR; Start Date: 09/01/2026; Number of hours/month: 160; Number of hours during security trading: 130; IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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