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342 Main Street, Lakeville, CT 06039 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-02 |
| NV | RA | APPROVED | 2022-03-31 |
| CO | RA | APPROVED | 2022-03-15 |
| HI | RA | APPROVED | 2022-03-15 |
| MO | RA | APPROVED | 2022-03-15 |
| WA | RA | APPROVED | 2022-03-15 |
| VA | RA | APPROVED | 2022-01-28 |
| TX | RA | APPROVED | 2022-01-03 |
| MA | RA | APPROVED | 2021-12-23 |
| NJ | RA | APPROVED | 2021-10-21 |
| CA | RA | APPROVED | 2021-10-20 |
| CT | RA | APPROVED | 2021-10-20 |
| NY | RA | APPROVED | 2021-10-20 |
| PA | RA | APPROVED | 2021-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Stamford | Stamford | CT | 04/2016 | 03/2018 |
| Fiorita Group Llc | Stamford | CT | 01/2017 | 03/2018 |
| Main Street Research Llc | Greenwich | CT | 10/2021 | Present |
| Ubs Financial Services Inc. | Stamford | CT | 03/2018 | 10/2021 |
Connecticut Justice of the Peace designation and non-investment related. Started in 2017. 0-2 hours per month (non-market hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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