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10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-06 |
Branch Locations
10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | South Windsor | CT | 07/2020 | 07/2024 |
| Sagemark Consulting | Windsor | CT | 05/2019 | 08/2019 |
| Roger Williams University | Bristol | RI | 10/2018 | 12/2019 |
| Roger Williams University | Bristol | RI | 08/2018 | 05/2020 |
| Turnpike Wine And Spirits | Berlin | CT | 07/2017 | 09/2019 |
| Roger Williams University | Bristol | RI | 08/2016 | 05/2020 |
| Prudential Insurance Company Of America | South Windsor | CT | 01/2021 | 07/2024 |
| Wmgna, Llc | Farmington | CT | 08/2024 | Present |
| Osaic Wealth | Farmington | CT | 08/2024 | 11/2024 |
| Arkadios Capital | Atlanta | GA | 11/2024 | Present |
Wealth Management Group of North America, LLC, Is Investment Related, 10 Talcott Notch Rd, Suite 103, Farmington, CT, 06032, United States, Finance, Financial Advisor, 8/2024, 160 hours per month, 0 hours per month during trading hours, Salary Compensation, As a Tax-Out Advisor at WMGNA, I work directly with subscribers to design personalized, tax-efficient financial strategies that help them achieve True Success?. My expertise includes investment planning, next-gen financial management, and tax-efficient wealth building
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-19 |
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