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51 Riverside Avenue First Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-19 |
Branch Locations
51 Riverside Avenue First Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Bank Of Australia | New York | NY | 06/2013 | 09/2020 |
| Stratos Wealth Advisors, Llc | Westport | CT | 12/2020 | 02/2026 |
| August Wealth Advisors Llc | Westport | CT | 02/2026 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-07 |
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