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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-11-22 |
| CT | RA | APPROVED | 2024-11-20 |
Branch Locations
1551 Boston Post Road 2Nd Floor, Westbrook, CT 06498 • United States
60 Willow Street Suite 101, Mystic, CT 06355 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2012 | 10/2016 |
| Bank Rhode Island | North Kingstown | RI | 08/2012 | 10/2016 |
| Infinex Investments, Inc. | Meriden | CT | 10/2016 | 11/2024 |
| Chelsea Groton Bank | Mystic | CT | 10/2016 | 11/2024 |
| Janney Montgomery Scott Llc | Mystic | CT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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