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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
1 Enterprise Drive Suite #410, Shelton, CT 06484 • 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 | Westport | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 05/2021 |
| Wells Fargo Advisors Financial Network, Llc | Old Greenwich | CT | 05/2021 | 06/2026 |
| Lpl Financial | Shelton | CT | 06/2026 | Present |
1. 06/2026 - Bell Ridge Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Shelton, CT, 06484 – OBA Start Date: 6/26/2026 2. 06/2026 - EMI, inc. - Business Entity For Tax/Investment Purposes Only - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Trumbull, CT, 06611 – OBA Start Date: 05/07/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-17 |
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