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One Park Street, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilshire Associates, Inc | Jersey City | NJ | 08/2011 | 12/2017 |
| Voya Financial | Windsor | CT | 01/2018 | 09/2021 |
| Rmc Investment Advisors | West Hartford | CT | 01/2024 | 10/2025 |
| Self-Consulting | Simsbury | CT | 09/2021 | 12/2023 |
| Grey Ledge Advisors | Guilford | CT | 11/2025 | Present |
Independent Insurance Agent; Non Investment Related; Weatogue, CT 06089; 1-10/month; 0 during trading hours; receive renewal insurance commissions/assist clients with questions regarding policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-08 |
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