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257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-22 |
Branch Locations
257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Shelton | CT | 06/2020 | 12/2021 |
| Mass Mutual Life Insurance Company | Shelton | CT | 06/2020 | 12/2021 |
| Barnum Financial Group | Elmsford | NY | 05/2019 | 07/2019 |
| Oasis/Barnum Financial Group | Shelton | CT | 03/2020 | 05/2020 |
| Qunnipiac University | Hamden | CT | 08/2016 | 12/2019 |
| Procyon Advisors, Llc | Shelton | CT | 11/2021 | 05/2025 |
| Oasis/Barnum Financial Group | Shelton | CT | 06/2020 | 11/2021 |
| Third View Private Wealth | Westport | CT | 05/2025 | Present |
1) Third View Risk, LLC; Licensed Insurance Agent; Investment related; 55 Post Road West First Floor, Westport, CT 06880; Insurance Sales; 05/2025; 10 hours per month; Sell life insurance products as needed for clients that need coverage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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