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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-08-31 |
| TX | RA | APPROVED | 2017-08-31 |
Branch Locations
95 Glastonbury Boulevard Suite 404, Glastonbury, CT 06033 • United States
15 N. Main Street Suite 300, West Hartford, CT 06107-2420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 11/2008 | 08/2017 |
| Janney Montgomery Scott Llc | Glastonbury / West Hartford | CT | 08/2017 | Present |
| Mobile Mixology | Granby | PA | 05/2025 | Present |
1) Self, West Hartford, CT; Nature: Room rentals in two residential properties; Title/Position: Landlord; Duties: Collect rent, Communicate with tenants, and address issues with property; Devotes 10 hrs/mo.; Start 6/1/2021; Compensated. 2) West Hartford Girls Softball League, West Hartford, CT. Coach (08/2023). Not investment related, not compensated, 1 hour/month. 3) Thunderfist Properties LLC, West Hartford, CT. Holding company for rental properties. Owner (06/2024). Compensated (rental income), investment related, 6 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
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