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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-19 |
Branch Locations
555 Long Wharf Drive 11Th Floor, New Haven, CT 06511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Branford | CT | 01/2018 | 03/2021 |
| Golf Cove | North Haven | CT | 12/2023 | 08/2024 |
| Van Wilgens | North Branford | CT | 04/2016 | 08/2017 |
| Southern Connecticut State University | New Haven | CT | 04/2021 | 05/2023 |
| Unemployed | Branford | CT | 09/2017 | 01/2018 |
| Unemployed | Branford | CT | 06/2023 | 12/2023 |
| Unemployed | Branford | CT | 09/2024 | 02/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Wooster Square Advisors | New Haven | CT | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1. NAME OF OTHER BUSINESS: WOOSTER SQUARE ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-04 |
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