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Current Employers
Achieve Retirement & Wealth Management, Llc

386 Main Street, 2Nd Floor, Ridgefield, CT 06877 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-31
TX RA APPROVED 2025-07-31
  • CT RA
    APPROVED
    Since 2025-07-31
  • TX RA
    APPROVED
    Since 2025-07-31

Branch Locations

386 Main Street, 2Nd Floor, Ridgefield, CT 06877 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Prudential Insurance Company Of America Shelton CT 02/2007 08/2017
Prudential Annuities Distributors Shelton CT 11/2007 08/2017
Ast Investment Services Shelton CT 02/2007 08/2017
Merit Financial Partners Llc Westport CT 01/2018 07/2025
Unemployed Westport CT 08/2017 01/2018
Achieve Retirement & Wealth Management, Llc Ridgefield CT 07/2025 Present
  • 02/2007 → 08/2017
    The Prudential Insurance Company Of America
    Shelton, CT
  • 11/2007 → 08/2017
    Prudential Annuities Distributors
    Shelton, CT
  • 02/2007 → 08/2017
    Ast Investment Services
    Shelton, CT
  • 01/2018 → 07/2025
    Westport, CT
  • 08/2017 → 01/2018
    Unemployed
    Westport, CT
  • 07/2025 → Present
    Ridgefield, CT
Previous Registrations
Other Businesses

1. No name 2. Own two family rental 3. 12/2012 4. co-owner with my husband, Chris Adams 5. No more than 2% 6. 2 hours 7. Co-owner with my husband, Chris Adams 8. Chris Adams 9. Yes 10. 190 High Ridge Avenue, Ridgefield, CT 11. NO 12. We receive rental income less expenses. 1. REI Equity Partners II, LLC 2. Invest Club investing in commercial real estate $25,000 investment 3. 8/1/14 4. Non-managing member 5. 0% 6. 0 7.Limited partner/investor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-10-17
  • S63 Uniform Securities Agent State Law Examination
    2002-10-17
Designations
Other Names
  • Melissa Jan Walling
  • Melissa J Walling
  • Melissa Walling Ankers
  • Melissa Jan Walling
  • Melissa Jan Ankers
  • Melissa Adorno Adams
  • Melissa Adorno Walling
  • Melissa Walling Adams

View on SEC IAPD

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