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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
| CT | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 11/2013 | 07/2020 |
| Mayflower Financial Advisors, Llc | Boston | MA | 07/2020 | 06/2023 |
| Private Client Services | Boston | MA | 07/2020 | 06/2023 |
| Pallas Capital Advisors, Llc | Braintree | MA | 06/2023 | 01/2026 |
| Purshe Kaplan Sterling Investments | Braintree | MA | 06/2023 | 01/2026 |
| Newedge Wealth | Stamford | CT | 01/2026 | Present |
(1) RENTAL PROPERTY, INVESTMENT RELATED, MEREDITH,NH. OWNER, START: 9/30/2014, LESS THAN 1 HOUR/MONTH, 0 DURING TRADING, LANDLORD. 2. Peter George Ryan Memorial Scholarship*No Invest*Winchester MA*The Peter George Ryan Memorial Scholarship is an annual scholarship awarded a graduating senior boy and girl from the Winchester High School Senior Class. The scholarship is managed by the Winchester Basketball Association of Winchester, MA.*I have no position or title with Winchester Basketball Association or the Scholarship. I was a friend of the deceased and I will volunteer my time to grow awareness for the Scholarship.*The Scholarship is being developed now. As a close friend of the deceased, I know many of the people that he knew. I will help Winchester Basketball Association make them aware of the Scholarship.*3/23/2026*0 Trade/0 Hr non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-02 |
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