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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-11 |
Branch Locations
200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Restaurant Bricco | West Hartford | CT | 05/2020 | 05/2023 |
| Heritage Capital Advisors Llc | Glastonbury | CT | 05/2022 | 08/2022 |
| Full Time Education | Bolton | CT | 05/2015 | 05/2020 |
| Charles Schwab Co., Inc. | Austin | TX | 08/2023 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | 01/2026 |
| Heritage Capital Advisors, Llc | Glastonbury | CT | 07/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Heritage Capital Advisors, Llc | Glastonbury | CT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-15 |
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