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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Financial Strategies | Norwalk | CT | 05/2021 | 01/2023 |
| Northwestern Mutual | Norwalk | CT | 01/2023 | 05/2023 |
| Fidelity Investments | Greenwich | CT | 09/2023 | Present |
| Captains Cove | Bridgeport | CT | 06/2020 | 09/2020 |
| Mikails Barber | Fairfield | CT | 06/2019 | 09/2019 |
| Pennys Diner | Fairfield | CT | 05/2017 | 09/2017 |
| Fairfield University | Fairfield | CT | 08/2018 | 12/2022 |
| Fairfield Warde High School | Fairfield | CT | 08/2014 | 06/2018 |
| Unemployed | Fairfield | CT | 05/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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