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187 Danbury Road Suite 201, Wilton, CT 06897 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-30 |
Branch Locations
187 Danbury Road Suite 201, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenwich Investment Management, Inc. | Norwalk | CT | 12/2013 | 11/2023 |
| Round Rock Advisors Llc | Wilton | CT | 11/2023 | Present |
1) Licensed Insurance Agent; Not investment-related; 153 Market Street, Hartford, CT. 06103; Insurance licensing authority for the state of CT; Insurance Agent; 04/2017; Less than 10% of time per month; Sell health and life insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-04 |
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