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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principle Wealth Partners Llc | Madison | CT | 01/2025 | Present |
| Wells Fargo Bank | Madison | CT | 12/2023 | 01/2025 |
| Coldwell Banker Choice Properties | Cohoes | NY | 10/2022 | 12/2023 |
| Page Taft Compass | Madison | CT | 12/2020 | 10/2022 |
| Buildium | Boston | MA | 07/2019 | 09/2020 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-03 |
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