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Newington, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED_RES | 2022-07-07 |
| CT | RA | APPROVED | 2022-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| More With Less Financial Planning, Llc | Bristol | CT | 06/2017 | 12/2018 |
| Connecticut Wealth Management, Llc | Farmington | CT | 10/2010 | 04/2017 |
| Physician Wealth Services, Llc | San Diego | CA | 09/2018 | 12/2021 |
| Physician Tax Advisors Llc | Loveland | OH | 08/2020 | 12/2021 |
| Docs Fp, Llc | Newington | CT | 12/2021 | Present |
| Central Connecticut State University | New Britain | CT | 09/2018 | Present |
Kayse Kress is currently engaged in teaching as an Adjunct Professor at Central Connecticut State University, an educational institution located in Connecticut. She spends about 4 hours on this activity every week. The activity is not investment-related. She has been engaged in this role since September 2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-19 |
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