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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-26 |
| FL | RA | APPROVED | 2026-04-01 |
| CT | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Bloomfield | CT | 09/2024 | 07/2025 |
| Wolters Kluwer | Hartford | CT | 04/2018 | 08/2025 |
| Aetna Health | Hartford | CT | 04/2015 | 04/2018 |
| Primerica Financial Services | Bloomfield | CT | 06/2016 | 07/2025 |
| Guardian Life Insurance Company | Farmington | CT | 06/2025 | Present |
| Park Avenue Securites | Farmington | CT | 08/2025 | Present |
| Park Avenue Securities | South Windsor | CT | 04/2026 | Present |
| Guardian Life Insurance Company | South Windsor | CT | 04/2026 | Present |
1) Air Force Reserves-reserve member, Nature of Business: Air Force, Start date: 06/13/2022, Address: 975 Patriot Ave Chicopee, MA 01022, Duties: Air force Reserves service member, 18 total hours per month; 0 during securities trading hours, Not investment related, 2) Compassing LLC-owner, Nature of Business: liability protections to manage rental properties, Start date: 10/01/2025, Address: 16 Pintail Circle South Windsor, CT 06074, Duties: owner, 2 total hours per month; 2 during securities trading hours, Investment related, 3) Franchise Owner - Story Time Chess, Nature of Business: Teaching kids from ages 3-8 how to play chess, Start date: 10/19/2026, Address: 16 Pintail Circle South Windsor, CT 06074, Duties: Owner, 16 total hours per month; 10 during securities trading hours, Not Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-15 |
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