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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-07 |
Branch Locations
151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Partners, Llc | Glastonbury | CT | 04/2024 | Present |
| Figur8 Inc | Boston | MA | 12/2022 | 03/2024 |
| Concertai Llc | Cambridge | MA | 07/2018 | 12/2022 |
| Oxford Performance Materials Inc | South Windsor | CT | 07/2014 | 04/2018 |
| Artura Wealth, Llc | Glastonbury | CT | 02/2025 | Present |
| Artura Wealth, Llc | Glastonbury | CT | 09/2024 | Present |
Strategikon Pharma Inc. - Board of Directors - Been involved as a business advisor since 2018 and Board Member since Jan 2024 The business is non-investment related. The business is virtual. My duties are commensurate with those of a board director - quarterly meetings and ad hoc meetings/review of material. Hours devoted outside of normal business hours and equate to 5-10 hours per quarter. The business provides SAAS based clinical business operations solutions The name of the other business: Symmetry Partners, LLC Whether the business is investment-related: YES The nature of the other business: RIA Your position, title, or relationship with the other business: COO The start date of your relationship: 04/2024 The approximate number of hours/month you devote to the other business: The number of hours you devote to the other business during securities trading hours: Briefly describe your duties relating to the other business: COO/ IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-13 |
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