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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-23 |
Branch Locations
21800 Burbank Blvd Suite 200, Woodland Hills, CA 91367 • United States
2458 East Joyce Blvd. Suite 8, Fayetteville, AR 72703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services, Llc | East Hartford | CT | 08/2021 | 10/2022 |
| Unemployed | Bristol | CT | 06/2021 | 08/2021 |
| Starbucks | Bloomfield | CT | 07/2013 | 06/2021 |
| Raymond James Financial Services, Inc. | Avon | CT | 12/2022 | 01/2025 |
| Argentum Financial Partners | Avon | CT | 12/2022 | 01/2025 |
| Firefly Hollow Brewing | Bristol | CT | 10/2022 | 01/2023 |
| Raymond James Financial Services Advisors, Inc | Avon | CT | 05/2023 | 01/2025 |
| Lincoln Investment | Fort Washington | PA | 01/2025 | Present |
SKYSCRAPER SANDWICH FOOD TRUCK POSITION: Employee NATURE: Food Service INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2023 ADDRESS: 275 Dug Road, Glastonbury CT 06073, United States DESCRIPTION: Cashiering and food prep ANCHORPOINT FINANCIAL POSITION: Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 7 START DATE: 01/16/2025 ADDRESS: 2458 E. Joyce Blvd., Suite 8, Fayetteville AZ 72703, United States DESCRIPTION: Answering phones, paperwork, appointment and investment research White Birch Herbal, LLC Position: Owner Nature: Selling herbal products Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 11/1/2025 Address: 538 Burlington Ave Bristol, CT 06010 Description: I craft herbal tea blends, herbal vinegars, and dried herbal blends for sale to the public in CT only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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