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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-04-29 |
Branch Locations
609 West Johnson Ave Unit #114, Cheshire, CT 06410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Meriden | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Meriden | CT | 11/2016 | 12/2017 |
| Lpl Financial Llc | Waterbury | CT | 12/2017 | 04/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2024 | Present |
| Thomaston Savings Bank | Thomaston | CT | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-03 |
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