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35 West Broad Street Suite 100, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-06 |
Branch Locations
35 West Broad Street Suite 100, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 03/2021 |
| Credentialed Wealth Advisors, Llc | Colorado Springs | CO | 03/2021 | 06/2023 |
| Sovereign Financial Group, Llc Dba Chedster Financial Llc | Stuart | VA | 06/2023 | Present |
Insurance Agent. Investment Related. Sales of life insurance and fixed annuity products. 03/21/2021. 5 hours per month spent on this activity during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-05 |
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