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339 Flanders Road Suite 102, East Lyme, CT 06333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-22 |
| CT | RA | APPROVED | 2024-05-16 |
Branch Locations
339 Flanders Road Suite 102, East Lyme, CT 06333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities Inc | Wethersfield | CT | 04/2014 | 04/2017 |
| Jb Capital Llc | Wethersfield | CT | 05/2014 | 08/2019 |
| Financial Retirement Solutions, Llc | Wethersfield | CT | 04/2014 | 12/2017 |
| Caitlin John, Llc | Brighton | MI | 08/2019 | 07/2020 |
| Tumolo Financial | East Lyme | CT | 08/2019 | Present |
| Tucker Asset Management | East Lyme | CT | 07/2020 | 05/2024 |
| Tumolo Wealth Management, Llc | East Lyme | CT | 05/2024 | Present |
INSURANCE SALES; INVESTMENT RELATED; CT; INSURANCE AGENT SINCE 2014 TO PRESENT; APPROXIMATELY 40 HOURS PER MONTH DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
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