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55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-07-20 |
| NY | RA | APPROVED | 2021-09-14 |
Branch Locations
55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Wealth Management | Farmington | CT | 06/2020 | 09/2021 |
| Colorado Rookies | Hartford | CT | 06/2017 | 08/2017 |
| Colorado Rockies | Hartford | CT | 06/2018 | 08/2018 |
| Pratt & Whitney Aerospace Company | East Hartford | CT | 06/2018 | 08/2018 |
| Providence College | Providence | RI | 08/2015 | 05/2019 |
| Unemployed | West Hartford | CT | 06/2019 | 06/2020 |
| Connecticut Wealth Management | Farmington | CT | 06/2020 | 09/2021 |
| Bbr Partners | New York | NY | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
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