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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
| CT | RA | APPROVED | 2026-01-29 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steve Norton | Old Saybrook | CT | 05/2024 | 08/2024 |
| Marguerite Tomeo | Cheshire | CT | 07/2023 | 08/2023 |
| Dave Caslin | Old Saybrook | CT | 06/2021 | 08/2021 |
| Unemployed | Westbrook | CT | 05/2025 | 07/2025 |
| University Of Maryland | College Park | MD | 08/2021 | 05/2025 |
| Suffield Public Schools | Suffield | CT | 08/2014 | 06/2021 |
| Francine Freeman | New Haven | CT | 05/2023 | 08/2023 |
| Fidelity Investments | West Hartford | CT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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