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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-07 |
Branch Locations
999 Foxon Road 31 East, North Branford, CT 06471 • United States
116 South River Road Building D, Suite 5, Bedford, NH 03110 • United States
5 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Branford | CT | 07/2009 | 07/2019 |
| Capital Financial Services, Inc | Minot | ND | 06/2014 | 07/2019 |
| Union Capital Company | Tucson | AZ | 07/2019 | 03/2023 |
| Vanderbilt Advisory Services | Woodbury | NY | 03/2023 | 08/2026 |
| Vanderbilt Securities, Llc | Woodbury | NY | 03/2023 | 08/2026 |
| Osaic Wealth, Inc. | North Branford | CT | 08/2026 | Present |
1. Fixed Insurance Sales. Not investment related. Start date: 06/01/2023. Address: 999 Foxon Road Suite 22 North Branford, North Branford Ct, 06471. Title: Insurance Sales. Duties: Meet with clients and sell life insurance when appropriate. Time spent during regular hours: 5%. 2. INSURANCE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/1990 ADDRESS: 999 Foxon Road, Suite 31 East, North Branford CT 06471, United States DESCRIPTION: All types of insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-04 |
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