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176 Westbrook Road, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-02 |
Branch Locations
10 Waterside Dr Suite 100, Farmington, CT 06032 • United States
176 Westbrook Road, Essex, CT 06426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adviceone Advisory Services, Llc | Glastonbury | CT | 05/2021 | 05/2023 |
| Connecticut Wealth Management | Farmington | CT | 02/2021 | 04/2021 |
| Northwestern Mutual | West Hartford | CT | 11/2020 | 01/2021 |
| Student | Waltham | MA | 08/2019 | 11/2020 |
| Ymca Camp Lawrence | Merrimack | MA | 06/2016 | 08/2019 |
| Marcum Wealth, Llc | Mayfield Village | OH | 06/2023 | 05/2025 |
| Wealth Enhancement Group | Hartford | CT | 05/2025 | 02/2026 |
| Wealth Enhancement Advisory Services | Hartford | CT | 05/2025 | 02/2026 |
| Essex Financial Services, Inc. | Essex | CT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
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