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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-07 |
Branch Locations
555 Long Wharf Drive 11Th Floor, New Haven, CT 06511 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Shelton | CT | 11/2019 | 11/2024 |
| American Income Life Insurance (Globe Life) | Middletown | CT | 12/2018 | 12/2019 |
| Right Choice Fulfillment | Shelton | CT | 03/2016 | 11/2018 |
| Prudential Insurance Company Of America | Shelton | CT | 04/2020 | 08/2025 |
| Lpl Enterprise, Llc | Shelton | CT | 11/2024 | 08/2025 |
| Cetera Wealth Services Llc | El Segundo | CA | 08/2025 | Present |
| Cetera Investment Advisors, Llc | Schaumburg | IL | 08/2025 | Present |
1. NAME OF OTHER BUSINESS: WOOSTER SQUARE ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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