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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-10-31 |
Branch Locations
48 Wall Street, Madison, CT 06443 • United States
20 Bay Street, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Millburn | NJ | 03/1998 | 09/2017 |
| Strategic Advisers | Millburn | NJ | 06/1998 | 09/2017 |
| Essex Financial | Madison | CT | 09/2017 | 01/2018 |
| Principle Wealth Partners, Llc | Madison | CT | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-12 |
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