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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 04/2020 | 12/2020 |
| American Medical Response | West Hartford | CT | 08/2008 | 04/2020 |
| Edge Fitness Company | West Hartford | CT | 12/2019 | 03/2020 |
| Bank Of America, N.A. | Stamford | CT | 06/2020 | 12/2020 |
| Baker Tilly Us, Llp | New York | NY | 12/2020 | 06/2023 |
| Baker Tilly Capital, Llc | New York | NY | 12/2020 | 06/2023 |
| Baker Tilly Wealth Management, Llc | New York | NY | 12/2020 | 06/2023 |
| Procyon Advisors, Llc | Crowmell | CT | 06/2023 | 05/2025 |
| Procyon Risk, Llc | Crowmell | CT | 06/2023 | 05/2025 |
| Third View Private Wealth | Westport | CT | 05/2025 | Present |
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 | 2020-07-31 |
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