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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-10 |
| CT | RA | APPROVED | 2019-03-27 |
Branch Locations
1551 Boston Post Road 2Nd Floor, Westbrook, CT 06498 • United States
95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rocky Hill Athlectic Club | Rocky Hill | CT | 01/2006 | Present |
| Wells Fargo Advisors Llc | Glastonbury | CT | 10/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Glastonbury | CT | 11/2016 | 03/2019 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 03/2019 | 05/2020 |
| Janney Montgomery Scott Llc | Westbrook | CT | 05/2020 | Present |
1) Self-Employed Tennis Instructor (Trevethan Tennis Instruction); I teach tennis lessons part time; Berlin, CT ; start date 1/01/1993; I am contracted; 2hrs/month; I work outside at various public courts and don't often use a private facility. This is a contracted businesses. I am not an employee; not investment-related. 2) Professional Pickleball Player; Berlin, CT. Play in Pickleball tournaments that have prize money attached to results, 10 hrs./month, Not Investment Related. 3) Professional Pickleball League, Berlin, CT. Team Owner: Professional pickleball league for seniors (50+ years old), give input on team creation involving logos, branding and picking of the 20 players to represent the team for 2023. Not investment related, 3 hrs./month, tournaments that have prize money attached to results. 4) Team Ignite LLC DBA Austin Ignite, Berlin, CT. Ownership stake-Formed professional pickleball league. Not compensated, not investment related, 1 hour/month. 5) Trevethan Holdings, LLC, Berlin, CT. Pickleball team ownership and instruction (08/2023) - LLC holds ownership interest in the Professional pickle team owned and any pickleball instructions provided. Compensated, 3 hours/month, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-06 |
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