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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2014-09-05 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Fairfield | CT | 04/1996 | Present |
| Moneco Advisors, Llc | Fairfield | CT | 08/2014 | Present |
(1) 11/27/2013 - Real Estate Rental - 1/6th owner of a home we inherited from parents that we rent out - 1% of time spent - Fairfield, CT (2) 12/03/2013 - DBA for LPL Business (entity for LPL Business) - Moneco Advisors - Fairfield, CT (3) 11/26/2014: Registered Investment Advisor (Hybrid) - Moneco Advisors, LLC - started 07/22/2014 - Investment Related - 120 hours per month/5 hours during trading - Fairfield, CT. (4) 3/1/2018 - Moneco Advisors, LLC - DBA: (Hybrid) Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start date: 01/2013 - 59 Hours Per Month - Time Spent 37% - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 01/2013. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) Moneco Insurance, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/01/2025- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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