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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Complete Pass, Llc | Winchester | VA | 08/2016 | 06/2019 |
| Uber - Self Employed | Winchester | VA | 05/2017 | 12/2017 |
| Lpl Financial Llc | Round Hill | VA | 07/2019 | 06/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2025 | Present |
| Bank Of Clark | Winchester | VA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-30 |
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