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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-12 |
| CT | RA | APPROVED | 2024-08-19 |
Branch Locations
59 Sycamore Street Suite 101, Glastonbury, CT 06033 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 10/2020 | 08/2024 |
| Excel Wealth Management | Rocky Hill | CT | 05/2020 | 06/2020 |
| Charter Oak Financial | Hamden | CT | 10/2018 | 08/2019 |
| Aflac Field Force | Hamden | CT | 07/2019 | 08/2020 |
| Bank Of America, N.A. | Hartford | CT | 01/2021 | 08/2024 |
| Edward Jones | St Louis | MO | 08/2024 | Present |
| Self Employed | Glastonbury | CT | 05/2016 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
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