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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-05 |
| CT | RA | APPROVED | 2025-06-03 |
Branch Locations
180 Glastonbury Blvd Suite 205, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Misquamicut Club | Watch Hill | RI | 05/2016 | 06/2020 |
| Fidelity Investments | Smithfield | RI | 06/2020 | 08/2020 |
| Fidelity Investments | Merrimack | NH | 06/2021 | 07/2022 |
| Providence College | Providence | RI | 09/2017 | 05/2021 |
| Xavier High School | Middletown | CT | 09/2013 | 05/2017 |
| Morgan Stanley | Middleton | MA | 02/2024 | 05/2025 |
| Fidelity Investments | Merrimack | NH | 07/2022 | 11/2022 |
| Fidelity Investments | Merrimack | NH | 11/2022 | 05/2023 |
| Fidelity Investments | Merrimack | NH | 05/2023 | 12/2023 |
| Fidelity Investments | Merrimack | NH | 01/2024 | 01/2024 |
| Wells Fargo Advisors Financial Network, Llc | Glastonbury | CT | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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