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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-22 |
Branch Locations
318 Main St, Farmington, CT 06032 • United States
12 North Main Street Suite 102, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 06/2021 | Present |
| Huskies Restaurant And Bar | Storrs | CT | 10/2018 | 05/2021 |
| Wells Fargo Advisors | West Hartford | CT | 06/2020 | 08/2020 |
| Certified Financial Services | Farmington | CT | 05/2020 | 08/2020 |
| Tunxis Country Club | Farmington | CT | 04/2020 | 06/2020 |
| Wells Fargo Advisors | Farmington | CT | 06/2018 | 08/2018 |
| Tunxis Country Club | Farmington | CT | 05/2018 | 06/2018 |
| Unemployed | Burlington | CT | 05/2021 | 06/2021 |
| Unemployed | Burlington | CT | 09/2010 | 04/2018 |
| University Of Connecticut | Storrs | CT | 08/2017 | 05/2021 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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