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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-06-08 |
Branch Locations
One Corporate Center 20 Church Street, Suite 2300, Hartford, CT 06103-1221 • United States
Middletown, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2013 | 03/2019 |
| Lobo & Pascale Wealth Management, Llc | Wallingford | CT | 07/2013 | 03/2019 |
| Janney Montgomery Scott Llc | Glastonbury | CT | 03/2019 | 04/2020 |
| Janney Montgomery Scott Llc | Westbrook | CT | 04/2020 | 05/2022 |
| Rbc Capital Markets, Llc | Hartford | CT | 05/2022 | Present |
1) Lyft; not investment related; 185 Berry Street #5000, San Francisco, CA 94107; Transportation Services; Driver; start date:11/03/2021; 15 hrs per month/0 during trading day; Driving people to and from places they need to go. 2) Uber; not investment related; 1455 Market Street #400, San Francisco, CA 94103; Transportation Services; Driver; start date: 11/03/2021; 15 hrs per month/0 during trading day; Driving people to and from places they need to go.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
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