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281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| CT | RA | APPROVED | 2025-05-16 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Partners | Collingsville | CT | 09/2019 | 03/2022 |
| Connecticut Wealth Management | Farmington | CT | 02/2022 | 04/2025 |
| Connecticut Wealth Management | Farmington | CT | 05/2025 | Present |
| The Institute Of Sustainable Nutrition | Granby | CT | 01/2019 | Present |
| The Institute Of Sustainable Nutrition | Granby | CT | 01/2013 | 12/2018 |
THE INSTITUTE OF NUTRITION / PO BOX 202, WEST GRANBY, CT 06090 / NUTRITION AND HERBAL MEDICINE BUSINESS / INSTRUCTOR, DEVELEPMENTAL ASSISTANCE (JAN 2013 - DEC 2018) AND BOARD MEMBER (2019 - PRESENT) / FORMER EMPLOYEE / 0 HOURS (HAVE NOT MET IN 5 YEARS) / ASSIST WITH PROGRAM TIMING, MARKETING, PROGRAM DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-03 |
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