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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-20 |
Branch Locations
29 South Main Street Suite 300, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Capital Group, Llc | West Hartford | CT | 05/2004 | 09/2022 |
| Wealthspire Advisors | West Hartford | CT | 09/2022 | Present |
1)MEGAMUFFIN, LLC; INVESTMENT RELATED-YES; 135 JEFFREY LA, BERLIN, CT 06037; FAMILY PARTNERSHIP; TITLE: MEMBER; START DATE: 7/25/12; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS: 0-16 HRS; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS OTHER BUSINESS DURING TRADING HOURS: 0-14 HRS; DUTIES: MANAGING ASSETS FOR FUTURE USE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-08 |
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