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Westport, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-14 |
| LA | RA | APPROVED | 2023-03-20 |
| NY | RA | APPROVED | 2021-05-09 |
| CT | RA | APPROVED | 2011-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston Wealth Advisors Llc | Westport | CT | 06/2011 | Present |
DBA WESTON WEALTH STRATEGIES LLC. 1465 POST ROAD EAST WESTPORT CT 06880.**** WESTON WEALTH STRATEGIES. 1465 POST ROAD EAST. WESTPORT, CT 06880. INSURANCE SALES. TITLE: PRINCIPAL. START DATE: 08/2002. HRS/MONTH: 1. HRS/TRADING: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
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