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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-08-10 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Coverage Inc | Southington | CT | 01/2019 | Present |
| Sonder Wealth Advisors | Glastonbury | CT | 03/2020 | Present |
| Nirenstein Horowitz & Associates | Glastonbury | CT | 01/2016 | 01/2018 |
| Trinity College | Hartford | CT | 01/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Sonder Wealth Advisors | Farmington | CT | 01/2025 | Present |
Fixed insurance sales; as of 9/30/2020; 25% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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