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386 Main Street, 2Nd Floor, Ridgefield, CT 06877 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
386 Main Street, 2Nd Floor, Ridgefield, CT 06877 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-17 |
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