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187 Danbury Road Suite 201, Wilton, CT 06897 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-01-24 |
Branch Locations
187 Danbury Road Suite 201, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Armstrong Shaw Associates | New Canaan | CT | 11/1999 | 03/2017 |
| Altium Wealth Management Llc | Purchase | NY | 03/2017 | 01/2020 |
| Round Rock Advisors Llc | Wilton | CT | 01/2020 | 10/2023 |
| Round Rock Advisors Llc | Wilton | CT | 11/2023 | Present |
1) I AM THE OWNER OF ONE WINE/LIQUOR SHOPS: CASTEL WINES & SPIRITS, LOCATED AT 1439 POST ROAD EAST, WESTPORT, CT 06880 2) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 187 DANBURY RD., SUITE 201, WILTON, CT, 06897; INSURANCE SALES; INSURANCE AGENT; IMPLEMENTATION; INSURANCE RECOMMENDATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-24 |
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