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100 Beard Sawmill Rd Suite 345, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-15 |
Branch Locations
100 Beard Sawmill Rd Suite 345, 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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 02/2013 | 11/2020 |
| Prudential Financial Panning Services | Shelton | CT | 10/2020 | 11/2024 |
| Cortes Benefits Consulting, Llc | Shelton | CT | 11/2017 | Present |
| Lpl Enterprise, Llc | Shelton | CT | 11/2024 | 05/2025 |
| Sumus Financial Llc | Shelton | CT | 02/2026 | Present |
1) Cortes Benefits Consulting - Non-Variable Insurance - I market and sell health insurance to individuals including medicare, as well as to small businesses and their employees. I earn a direct commission from the carriers i am registered to sell in multiple states.- INV Related - At Shelton, CT- Start date 11/01/2017- 40 HRS MTH - 30 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-24 |
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