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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-16 |
| NY | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
175 Elm Street , New Canaan, CT 06840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneco Advisors, Llc | Fairfield | CT | 11/2025 | Present |
| Unemployed | Harrison | NY | 08/2025 | 11/2025 |
| Indeed | New York | NY | 11/2019 | 08/2025 |
| Wework | New York | NY | 08/2018 | 11/2019 |
| Jeyblue Airways | Long Island City | NY | 06/2017 | 08/2018 |
| Lon Inc. | New York | NY | 11/2016 | 06/2017 |
| Ernst & Young | New York | NY | 07/2015 | 11/2016 |
1. Financial Planning Association - Great Hudson Valley Chapter; Investment-related: Yes; Address: Harrison, NY 10528; Nature: Professional Society of Financial Planners; Position: Deputy Membership Chairperson; Start Date: October 2025; Approx. hours/month devoted to business: less than 4; Number of hours devoted to business during trading hours: less than 2; Description: Duties as Deputy Membership Chairperson include welcoming new members, encouraging usage of membership benefits and collaborating with the Board on general chapter business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
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