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Old Saybrook, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-24 |
| FL | RA | APPROVED | 2025-12-03 |
| NC | RA | APPROVED | 2023-02-12 |
| CT | RA | APPROVED | 2011-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance-Non Variable | Old Saybrook | CT | 06/2010 | 12/2021 |
| Everlist, Llc | Old Saybrook | CT | 10/2014 | 12/2017 |
| Compass Retirement, Llc | Old Saybrook | CT | 06/2011 | Present |
03/2021-Present: 2 & 4 Nod Place, LLC/Not Investment Related/Clinton, CT/Income producing real estate property/Managing Member & Landlord/Involves five percent of time each month after traditional business hours. No advisory firm clients are investors in, solicited on behalf of, or served by 2 & 4 Nod Place, LLC; therefore, our firm does not believe this activity presents a conflict of interest with its clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-15 |
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