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29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-08 |
Branch Locations
29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Electric Boat Corporation | Groton | CT | 04/2016 | 01/2018 |
| Carrier Corporation | Plymouth Meeting | PA | 06/2018 | 06/2019 |
| Turner Construction | Philadelphia | PA | 07/2019 | 06/2021 |
| Collins Aerospace | Windsor Locks | CT | 06/2021 | 06/2023 |
| Raytheon | West Hartford | CT | 07/2023 | 05/2025 |
| Yhb Investment Advisors, Inc | West Hartford | CT | 06/2025 | Present |
| Yhb Investment Advisors Inc | West Hartford | CT | 06/2025 | Present |
| University Of Connecticut | Storrs | CT | 01/2018 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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