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869 Boston Post Road, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-03 |
Branch Locations
1 Enterprise Drive Suite 105, Shelton, CT 06484 • United States
869 Boston Post Road, Madison, CT 06443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Cosmetics | Westport | CT | 12/2015 | 05/2019 |
| Warner Group | Shelton | CT | 06/2019 | Present |
| Lpl Financial Llc | Shelton | CT | 05/2019 | Present |
1) 11/15/2022 - Warner Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 06/03/2019. 2) 11/15/2022 - Notary - Investment related - Shelton, CT 06484 - Start date: 04/01/2021. 3)04/28/2025 - Warner Wealth - Investment related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date : 04/03/2025 - 160 Hrs/Mth - 130 Hrs During Trading.I provide investment advisory services through Warner Wealth, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
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