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1781 Highland Ave Ste 102, Cheshire, CT 06410-1254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-04-30 |
Branch Locations
1781 Highland Ave Ste 102, Cheshire, CT 06410-1254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Capital Financial Advisors, Llc | South Meriden | CT | 10/2022 | Present |
| Keller Williams Realty | West Hartford | CT | 07/2019 | 01/2023 |
| Re/Max | Cypress | TX | 06/2006 | 05/2019 |
| Wellspring Group Llc | West Hartford | CT | 01/2015 | Present |
Wellspring Group LLC, Non-investment related Real Estate consulting and property management company in West Hartford, Connecticut. Managing member from January 2015. 1 hr a month during non business and non trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-18 |
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