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518 Riverside Ave Building A, Floor 2, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-15 |
Branch Locations
518 Riverside Ave Building A, Floor 2, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Ridgefield | CT | 06/2016 | 08/2025 |
| The Alfond Inn | Winter Park | FL | 08/2025 | 01/2026 |
| Client Edge Consulting | Ridgefield | CT | 01/2026 | Present |
| Lcr Wealth Management Llc | Westport | CT | 03/2026 | 06/2026 |
| Lcr Wealth Management Llc | Westport | CT | 06/2026 | Present |
No commissions, only a salary because I help my Dad out with clerical work with his consulting business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-15 |
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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