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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-24 |
| CT | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
9 Centennial Drive 2Nd Floor, Peabody, MA 01960 • United States
1 Tara Boulevard Office #210 Suite 200, Nashua, NH 03062 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
83 Halls Road Suite 201, Old Lyme, CT 06371 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Private Client Services, Llc | Old Lyme | CT | 02/2016 | 12/2025 |
| Greenwich Wealth Management, Llc | Old Lyme | CT | 02/2016 | 12/2016 |
| Benchmark Wealth Management, Llc | Old Lyme | CT | 08/2007 | 09/2024 |
| Mercer Global Advisors Inc. | Old Lyme | CT | 09/2024 | Present |
1) Client Trust A; Investment-related; 80-1 Mile Creek Road, Old Lyme, CT 06371; Trust; Trustee; 04/2016; 3 hrs. per month. 2) Client Trust B; Investment-related; 80-1 Mile Creek Road, Old Lyme, CT 06371; Trust; Trustee; 04/2016; 3 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-18 |
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