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100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-28 |
Branch Locations
100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roger Sherman Inn | New Canaan | CT | 02/2019 | 04/2022 |
| Scena | Darien | CT | 08/2018 | 02/2019 |
| Sedona Taphouse | Norwalk | CT | 07/2017 | 03/2018 |
| Douro | Greenwich | CT | 12/2016 | 06/2017 |
| William Raveis | Stamford | CT | 02/2014 | 12/2018 |
| Studies Abroad | Barcelona | 05/2016 | 12/2016 | |
| Peak Brokerage Services, Llc | Jupiter | FL | 01/2023 | 04/2023 |
| Liberty Partners Financial Services, Llc | Raleigh | NC | 08/2021 | 01/2023 |
| Liberty Partners Financial Services, Llc | Raleigh | NC | 08/2021 | 01/2023 |
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2023 | 11/2023 |
| J. Davenport & Associates, Inc. | Norwalk | CT | 04/2021 | 01/2024 |
| J. Davenport Advisors, Llc | Norwalk | CT | 08/2023 | 01/2024 |
| Equitable Advisors, Llc. | New York | NY | 08/2024 | 03/2025 |
| Townhouse | Greenwich | CT | 04/2024 | 09/2024 |
| Farmhouse | Stamford | CT | 07/2022 | 12/2023 |
| Unemployed | Stamford | CT | 02/2024 | 04/2024 |
| Roger Sherman Inn | New Canaan | CT | 09/2024 | Present |
| Stone Wall Money Management Llc | Shelton | CT | 04/2025 | Present |
1) NOTARY PUBLIC STATE OF CT, EST 2022. 2) INSURANCE AGENT- INVESTMENT RELATED, SHELTON, CT, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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