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10 Talcott Notch Road Suite 103, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-12-10 |
Branch Locations
10 Talcott Notch Road Suite 103, Farmington, CT 06032 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Farmington | CT | 03/2008 | 06/2018 |
| City National Bank | Farmington | CT | 05/2018 | 06/2018 |
| Wealth Management Group Of North America, Llc | Farmington | CT | 09/2018 | Present |
| Triad Advisors | Norcross | GA | 10/2019 | 08/2024 |
| Osaic Wealth, Inc. | Farmington | CT | 08/2024 | 11/2024 |
| Arkadios Capital | Atlanta | GA | 11/2024 | Present |
1)WMGNA,LLC;investment related;10 Talcott Notch Road,Suite 103,Farmington,CT 06032;RIA;IAR;9/2018;100+ hrs/month;6.5 hrs during trading;work as a wealth advisor under WMGNA,LLC's RIA 2)Insurance;not investment related;10 Talcott Notch,Suite 103,Farmington,CT;insurance(health,life,& di);1996;5 hrs/month;5 hrs during trading;insurance renewal,commission and new insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
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