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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-15 |
| CT | RA | APPROVED | 2021-03-23 |
Branch Locations
225 Chimney Corner Ln Suite 2001, Jupiter, FL 33458 • United States
2960 Post Road Suite 3A, Southport, CT 06890 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Stamp & Company | Tequesta | FL | 05/2018 | Present |
| Sacred Heart University | Fairfield | CT | 08/2014 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | Present |
1. Fixed insurance sales; as of 10/19/2021; Less than 5% of time spent during business hours; Conducted at branch location, Investment related. 2. Owner, Thorsten Holdings, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Jupiter, FL 33458; as of 03/23/2026; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, CSC Jupiter, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Jupiter, FL 33458; as of 03/23/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
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