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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 |
|---|---|---|---|---|
| Stone Hill Landscape Inc. | Shelton | CT | 05/2020 | 01/2026 |
| Bohler | Rocky Hill | CT | 02/2018 | 05/2020 |
| Bl Companies | Meriden | CT | 06/2013 | 02/2018 |
| Innovative Asset Advisors Group | Shelton | CT | 01/2026 | Present |
5% ownership in a family landscaping business, Individual Design Landscaping, LLC; Address: 1 Enterprise Drive, Suite 210, Shelton, CT, 06484; Start date of your relationship: 4/13/2; Not investment related. Was a managing partner, now just assist with commercial takeoffs and contract writing during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
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