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700 Canal Street Serendipity Labs, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| CT | RA | APPROVED | 2025-06-30 |
Branch Locations
700 Canal Street Serendipity Labs, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 04/2010 | Present |
| The Smith Company, Inc. | Boston | MA | 05/2010 | 12/2023 |
| Abundant Wealth Mgmt Llc | Stamford | CT | 04/2018 | Present |
| Tlg Advisors, Inc. | Stamford | CT | 01/2016 | 06/2025 |
1.) ABUNDANT INSURANCE SERVICES - 4/20/2018 - 700 Canal Street, Serendipity Labs, Stamford, CT 06902 - President/Founding Partner, financial planning & investment advisory services for individuals and families, LLC for payment of fees for investment advisory services and holistic financial planning, Invt Rel, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) TAX PREPARATION SERVICES - 1/1/2022 - 700 Canal Street, Serendipity Labs, Stamford, CT 06902 - Paid tax preparer, prepare and file individual income taxes for customers, Not Invt Rel, 2 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-27 |
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