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20 Old Kings Highway, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beirne | Shelton | CT | 06/2025 | Present |
| Fairfield University | Fairfield | CT | 08/2021 | 06/2025 |
| Fiddlers Elbow Country Club | Bedminster | NJ | 06/2022 | 08/2022 |
| Voorhees High School | Glen Gardner | NJ | 09/2017 | 06/2021 |
| Fiddlers Elbow Country Club | Bedminster | NJ | 06/2021 | 08/2021 |
| F&B Fine Catering | Bloomfield | NJ | 05/2016 | 08/2024 |
| Basking Ridge Country Club | Basking Ridge | NJ | 05/2023 | 07/2023 |
| Clinton Public Schools | Clinton | NJ | 09/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-06 |
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