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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Old Saybrook | CT | 08/2013 | 01/2021 |
| Principle Wealth Partners Llc | Madison | CT | 12/2020 | Present |
| Northstar Wealth Partners, Llc | Old Saybrook | CT | 08/2013 | 12/2020 |
1.) 8/16/2019 - 15 Grandview Terrace - Investment Related - 94 Route 80, Killingworth, CT 06419 - Real Estate Rental - Start Date: 08/07/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Created a CT LLC called 15 Grandview Terrace LLC to manage the property and house inherited from father.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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