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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-20 |
| CT | RA | APPROVED | 2020-12-08 |
Branch Locations
48 Wall Street, Madison, CT 06443 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Old Saybrook | CT | 07/2013 | 02/2021 |
| Northstar Wealth Partners, Llc | Old Saybrook | CT | 07/2013 | 02/2021 |
| Principle Wealth Partners Llc | Madison | CT | 12/2020 | Present |
1.) INSURANCE LICENSED 2.) 09/04/2013 - GSD LLC - ENTITY FOR ACCOUNTING PURPOSES ONLY - LLC THAT WILL PAY OUT SALARIES TO ASSISTANTS AND PAY ADVISOR HIS COMMISSIONS BUSINESS BANK ACCOUNT - 1% OF TIME SPENT - OLD SAYBROOK, CT 3.) 2/7/2017 - Integrity Partners, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/30/14 - 20 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-27 |
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