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401 Merritt 7 Ph, Norwalk, CT 06851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-23 |
| ND | RA | APPROVED | 2024-12-23 |
| OR | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED | 2023-04-05 |
| NY | RA | APPROVED | 2022-11-11 |
| CT | RA | APPROVED | 2021-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fieldpoint Private Securities, Llc | Westport | CT | 07/2012 | 12/2019 |
| Fieldpoint Private Bank & Trust | Greenwich | CT | 07/2012 | 12/2019 |
| Riskbridge Advisors, Llc | Norwalk | CT | 07/2020 | Present |
| Tomah Management, Llc | Wilton | CT | 01/2020 | 06/2020 |
1) Kenrich Corporation; not investment related; Family farm corporation; Secretary; May 2024; 5 hours per calendar year; serve as the Secretary of the corporation. 2) Congregational Church of the New Canaan; investment related; private, non-profit; 04/2024; 2 hours per quarter; member of investment committee. 3) Global Interdependence Center; investment related; non-profit policy institute; Board Member since 01/2018; nonpartisan organization that explores the interdependencies of monetary policy, fiscal policy, trade, and exogenous events in the global economy; 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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