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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
Branch Locations
Southington, CT • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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 |
|---|---|---|---|---|
| Peak Mountain Advisors | Hartford | CT | 04/2019 | 08/2021 |
| Bartaco | West Hartford | CT | 05/2018 | 04/2019 |
| Clarity Wealth Resources | Tempe | AZ | 10/2017 | 05/2018 |
| Benedict's | Scottsdale | AZ | 09/2016 | 05/2018 |
| Gary Morin Erectors | Southington | CT | 04/2013 | 01/2018 |
| Kestra Financial, Inc. | Hartford | CT | 04/2019 | 08/2020 |
| Guardian Life Insurance Company | Farmington | CT | 10/2021 | 01/2024 |
| Park Avenue Securities | Farmington | CT | 07/2023 | 01/2024 |
| Fidelity Investments | West Hartford | CT | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-26 |
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