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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2014-07-07 |
Branch Locations
23 Woodland Road Suite C3, Madison, CT 06443 • United States
2 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 |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Jenison | MI | 06/2014 | Present |
| United Tax Partners, Llc | Bangor | ME | 01/2009 | Present |
| College Funding Solutions, Inc | Salem | OR | 05/2009 | Present |
| David Gagnon Insurance | Madison | CT | 08/1993 | Present |
| Madison Men'S Softball League | Madison | CT | 02/2008 | Present |
| Madison Tax Center | Madison | CT | 01/2009 | Present |
| Connecticut Retirement Academy | Madison | CT | 10/2017 | Present |
| The Eagle Team | Woodbury | MN | 01/2019 | Present |
| Legacylock | Madison | WI | 12/2019 | Present |
The Eagle Team; Investment Related; 563 Bielenberg Dr, Woodbury, MN 55125; Insurance; Insurance Agent; Started 01/2019; 10 hours/month Devoted; 10 hours/month Devoted during securities trading hours; offer sale of life insurance products. Connecticut Retirement Academy, Investment Related, 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443, investment education, owner, 7 hrs per month (zero during trading), A 2 night class at 3 hours per night is provided to attendees to teach various topics pertaining to retirement planning. Financial products are not discussed during the classes. College Funding Solutions Inc.; Non Investment related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; College Planning services; Agent; Started 05/2009; 2 hours/month devoted; 2 hours/month devoted during securities trading hours; offer college planning services. United Tax Partners LLC; Non Investment related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; CPA Services; CPA; Started 01/2009; 20 hours/month devoted; 20 hours/month devoted during securities trading hours; offer tax preparation services. Madison Tax Center; Non Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Tax Preparation; Owner; Started 01/2009; 20 hours/month devoted; 20 hours/month devoted during securities trading hours; offer tax preparation services. Madison Mens Softball League; Non Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Softball; Treasurer; Started 02/2008; 1 hour/month devoted; 1 hour/month devoted during securities trading hours; Treasurer David Gagnon Insurance; Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Insurance; Owner; Started 08/1993; 120-200 hours/month devoted; 120 hours/month devoted during securities trading hours; offer sale of insurance products. Legacy Lock; Non Investment Related; 23 Woodland Rd. Ste C3 PO Box 1070 Madison, CT 06443; Trust Related Services; Member; Started 12/2019; 10-15 Hours/Month devoted; 10-15 Hours/Month devoted during securities trading hours; Offer Trust and Will Services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
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