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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
Glastonbury, CT • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Diego | CA | 03/2013 | 10/2023 |
| Wells Fargo Advisors Llc | San Diego | CA | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 10/2023 |
| Fidelity Investments | West Hartford | CT | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services, Llc | West Hartford | CT | 01/2026 | Present |
| Strategic Advisers, Llc | West Hartford | CT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-03 |
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