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Brentwood, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
Branch Locations
Newington, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-19 |
Branch Locations
Newington, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Key Largo | FL | 11/2014 | 12/2019 |
| Unemployed | Key Largo | FL | 12/2019 | 02/2020 |
| Capgemini | Atlanta | GA | 02/2020 | 10/2020 |
| Unilever | Trumbull | CT | 11/2020 | 11/2023 |
| Silgan Dispensing | Thomaston | CT | 11/2023 | 05/2024 |
| Diana M Halenz Cpa Llc | Newington | CT | 05/2024 | 09/2024 |
| Tailwind Financial Llc | Newington | CT | 09/2024 | Present |
| Tailwind Cpa | Newington | CT | 09/2024 | Present |
Tailwind CPA, non-investment related, Newington, CT, CPA Firm, Staff Accountant, 09/2024, 40 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
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