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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
Branch Locations
320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Brookfield | CT | 11/2018 | 01/2021 |
| Student | Patterson | NY | 09/2018 | 11/2018 |
| Starbucks | New Fairfield | CT | 05/2018 | 09/2018 |
| Student | Patterson | NY | 01/2018 | 05/2018 |
| Weeks Automotive | Danbury | CT | 07/2016 | 01/2018 |
| Starbucks | New Fairfield | CT | 06/2015 | 01/2017 |
| Morgan Stanley | New York | NY | 05/2021 | 01/2023 |
| Unemployed | Patterson | NY | 01/2021 | 05/2021 |
| Lpl Financial Llc | Darien | CT | 06/2025 | 08/2026 |
| Unemployed | Patterson | NY | 01/2023 | 02/2024 |
| Ag Strategies | Patterson | NY | 02/2024 | 06/2025 |
| Stratos Wealth Partners, Ltd. | Darien | CT | 07/2025 | 08/2026 |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1) Twenty Four Wealth; Investment Related: 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; RIA; IAR; Start Date: 09/01/2026; Number of hours/month: 160; Number of hours during security trading: 130; IAR 1. Ag Strategies; Not Investment Related; Patterson NY 12563; Sole Proprietorship; Owner, Start Date: 09/01/2026; Number of hours/month: N/A; Number of hours during security trading: 0; Consulting - Currently on as needed basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-27 |
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