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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-31 |
Branch Locations
135 Goose Ln, Guilford, CT 06437 • United States
36 Park Pl, Branford, CT 06405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diastole Wealth Management, Inc. | Guilford | CT | 12/2015 | 04/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2017 | 08/2024 |
| Self Employed | Guilford | CT | 04/2017 | 10/2017 |
| Sound Generational Wealth, Inc | Branford | CT | 10/2017 | Present |
| Lpl Financial | Branford | CT | 08/2024 | Present |
1) 02/17/2026 - Sound Generational Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours per month/ during trading 2) 03/09/2026 - Meghan Milllls - Notary - Notary Public State of CT - Inv Rel - At Reported Business Location(s) - Start Date 02/24/2021 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-19 |
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