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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
Branch Locations
320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-13 |
Branch Locations
320 Boston Post Road 2Nd Floor, Darien, CT 06820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2024 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2024 | 04/2025 |
| Fidelity Investments | Smithfield | RI | 10/2022 | 09/2024 |
| Cf Global Trading | New York | NY | 06/2019 | 08/2019 |
| Boston College | Boston | MA | 08/2018 | 12/2022 |
| Unemployed | Fairfield | CT | 10/2014 | 07/2018 |
| Lpl Financial Llc | Darien | CT | 05/2025 | 08/2026 |
| Stratos Wealth Partners, Ltd. | Darien | CT | 05/2026 | 08/2026 |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1) Twenty Four Wealth; Investment Related: 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; RIA; IAR; Start Date: 09/01/2026; Number of hours/month: 160; Number of hours during security trading: 130; IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-17 |
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