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61 Maple Avenue, Canton, CT 06019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2013 | 06/2020 |
| Beachbody | Torrington | CT | 04/2014 | 11/2019 |
| Unemployed | Torrington | CT | 06/2020 | 08/2020 |
| Fiscal Wisdom Wealth Management | Canton | CT | 08/2020 | Present |
Chadwick Financial Advisors / investment related / Canton, CT / state-registered RIA / associate / 02/2019 start date / 20/month / 1hr/day / associate to advisor assisting with operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
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