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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-11 |
| CT | RA | APPROVED | 2019-04-01 |
Branch Locations
180 Glastonbury Boulevard Suite 200, Glastonbury, CT 06033 • United States
12 North Main Street Suite 102, West Hartford, CT 06107 • United States
318 Main St, Farmington, CT 06032 • United States
9696 Bonita Beach Rd Suite 204, Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Army National Guard | Norwich | CT | 05/2007 | 08/2019 |
| Tiaa | Hartford | CT | 03/2015 | 03/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Hartford | CT | 03/2015 | 03/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2019 | Present |
| Sonder Wealth Advisors | Glastonbury | CT | 04/2019 | Present |
1. Fixed insurance sales; As of 04/01/2019; Approximately 20% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Sonder Financial Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 04/06/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, KPCL, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 10/20/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-09 |
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