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1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-29 |
Branch Locations
1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pediatric Associates, Llc | Bristol | CT | 01/2025 | 12/2025 |
| Capital Area Health Consortium | Farmington | CT | 06/2021 | 12/2024 |
| University Of Connecticut School Of Medicine | Farmington | CT | 08/2016 | 05/2021 |
| Innovative Asset Advisors Group | Shelton | CT | 01/2026 | Present |
Name: Innovative CPA Group - Non-Investment related - Nature of Business: The firm provides tax, accounting, advisory, and planning services for both individuals and businesses. - Address: 1 Enterprise Drive Suite 210 Shelton, CT 06484 - Position: Business development/project support - Start date: February 2026 - Approx. number of hours per month: 75hrs/month in the morning and evenings generally outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
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