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257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-22 |
Branch Locations
257 Riverside Avenue Suite 301, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 05/2019 | 01/2021 |
| In Home Childcare- Private Family | San Diego | CT | 07/2014 | 03/2017 |
| Family And Children's Agency | Norwwalk | CT | 05/2017 | 05/2019 |
| In Home Child Care | Glastonbury | CT | 03/2017 | 05/2017 |
| Baker Tilly Us, Llp | New York | NY | 01/2021 | 06/2023 |
| Baker Tilly Capital, Llc | New York | NY | 01/2021 | 06/2023 |
| Baker Tilly Wealth Management, Llc | New York | NY | 01/2021 | 06/2023 |
| Procyon Advisors, Llc | Shelton | CT | 06/2023 | 05/2025 |
| Third View Private Wealth | Westport | CT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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