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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
Branch Locations
Wallingford, CT • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | West Hartford | CT | 08/2019 | Present |
| Credifi | New York | NY | 10/2018 | 08/2019 |
| Marcus & Millichap | Brooklyn | NY | 09/2016 | 10/2018 |
| First Hartford Realty | Manchester | CT | 06/2015 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-17027|OrgNmn:DAK HOLDINGS LLC|Org Addr:Bloomfield,Connecticu,US|OBA Nature:To make passive income to supp|Invst Rel:Y|Title:Member|Duties:#NAME?|StrtDt:11-17-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-60562|OrgNmn:TAM HOLDINGS LLC|Org Addr:West Hartf,Connecticu,US|OBA Nature:Real estate investment propert|Invst Rel:Y|Title:Partner|Duties:Property management visis (After work hours), including delegation of services (Plumbers, contractors, etc), to visit the property and remedia|StrtDt:08-22-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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