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30 Long Hill Road, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quinnipiac University | Hamden | CT | 08/2019 | Present |
| The Batters Box, Llc | Westfield | MA | 12/2013 | 02/2019 |
| Westfield Little League | Westfield | MA | 04/2014 | Present |
| Westfield Bank | Westfield | MA | 06/2019 | 12/2020 |
| Westfield Investment Services | Westfield | MA | 06/2020 | 08/2020 |
| Westfield Bank | Westfield | MA | 12/2021 | 01/2022 |
| Monte Financial Group, Llc | Guilford | CT | 01/2022 | 04/2022 |
| Monte Financial Group, Llc | Guilford | CT | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
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