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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-21 |
Branch Locations
Cityplace I 185 Asylum Street Suite 106, Hartford, CT 06103 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Hartford | CT | 08/2025 | 03/2026 |
| Brighton Health Plan Solutions | Westbury | NY | 06/2025 | Present |
| Pop Healthcare | Franklin | TN | 04/2023 | 05/2024 |
| Connecticare | Farmington | CT | 04/2015 | 04/2023 |
| Magnit Global | Folsom | CA | 05/2024 | 04/2025 |
| Integrated Advisors Network, Llc | Dallas | TX | 03/2026 | Present |
| All Source Investment Management | Hartford | CT | 03/2026 | Present |
| Career Transition | Norfolk | CT | 04/2025 | 06/2025 |
1. All Source Investment Management investment related Hartford CT financial advisory firm Private Wealth Advisor DBA 04/2026 50% of hours duties consistent with financial advisory firm 2. Crestmont Orchards, Inc. non-investment related Garners, PA apple orchard VP/ Board of Directors family orchard 11/2025 2-3 hours outside business hours membership on board of directors overseeing family orchard 3. Brighton Health Plan Solutions non-investment related Third Party Administrator Westbury, NY Health Insurance Sr. Director, Implementation 06/2025 50% of business hours Manage onboarding clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
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