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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| CT | RA | APPROVED | 2021-07-06 |
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 |
|---|---|---|---|---|
| Fidelity | West Hartford | CT | 05/2013 | 11/2016 |
| Strategic Advisers, Inc. | West Hartford | CT | 09/2013 | 11/2016 |
| Tiaa | Hartford | CT | 12/2016 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Hartford | CT | 12/2016 | 11/2020 |
| Omnica Wealth | Glastonbury | CT | 07/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2021 | Present |
| Unemployed | East Hartford | CT | 11/2020 | 07/2021 |
Fixed insurance sales; as of 07/09/2021; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-15 |
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