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12 Scovil Rd, Higganum, CT 06441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spurstone Advisory Services, Llc | Avon | CT | 08/2016 | Present |
Owner and licensed insurance agent of Spurstone Wealth Management, LLC, engaged in the offering of non-variable insurance products including term life, guaranteed universal life, whole life, long-term care (LTC), disability, fixed annuities, and health insurance. Insurance products may be offered to and sold to advisory clients. This activity is non investment related, and less than 10% of the individual's professional time is devoted to it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-21 |
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