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30 Stanford Drive 2Nd Floor, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-12 |
| NY | RA | APPROVED | 2026-06-12 |
Branch Locations
30 Stanford Drive 2Nd Floor, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Avon | CT | 04/2016 | 03/2019 |
| Morgan Stanley | West Hartford | CT | 08/2024 | 09/2025 |
| Fidelity Investments | West Hartford | CT | 03/2019 | 10/2022 |
| Haviland & Sams, Llc | Farmington | CT | 05/2026 | Present |
| Cathleen Keane | Avon | CT | 10/2025 | 04/2026 |
| College Of Financial Planning | Centennial | CO | 08/2022 | 09/2024 |
NAME OF OBA: ACTIVE CT LIFE AND HEALTH INSURANCE LICENSE; ADDRESS OF OBA: AVON, CT 06001; NATURE: SELL INSURANCE PRODUCTS: INVESTMENT RELATED: NO; TITLE WITH OBA: INSURANCE AGENT; DUTIES: ACTIVE LICENSE TO SELL INSURANCE PRODUCTS (LIFE AND HEALTH) IN CT; START DATE: 2019; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
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