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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-10 |
Branch Locations
1433 Hooper Avenue Suite 110, Toms River, NJ 08753 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 02/2019 | 06/2021 |
| Unemployed | Philadelphia | PA | 08/2018 | 02/2019 |
| Deloitte | Philadelphia | PA | 10/2016 | 08/2018 |
| Bucknell University | Lewisburg | PA | 08/2012 | 10/2016 |
| Usi Consulting Group | Glastobury | CT | 11/2021 | Present |
| Usi Advisors | Glastobury | CT | 02/2022 | Present |
| Unemployed | San Diego | CA | 06/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-27 |
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