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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-20 |
Branch Locations
29 South Main Street Suite 300, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Capital Group, Llc | West Hartford | CT | 10/2014 | 09/2022 |
| Wealthspire Advisors | West Hartford | CT | 09/2022 | Present |
1) CONNECTICUT WOMEN'S COUNCIL; INVESTMENT RELATED-NO; PO BOX 370487, WEST HARTFORD, CT 06107; PROFESSIONAL ORGANIZATION; TITLE: DIRECTOR; START DATE: 12/18; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS: 0-10 HOURS; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS DURING TRADING HOURS: 0-10 HOURS; DUTIES: ASSIST IN DETERMINING STRATEGIC DIRECTION AND SERVE AS AMBASSADOR FOR COUNCIL. 2) ESTATE AND BUSINESS PLANNING COUNCIL OF HARTFORD; INVESTMENT RELATED-NO; 95 WEST STREET, ROCKY HILL, CT 06067; DUTIES: ASSIST IN DETERMINING STRATEGIC DIRECTION AND SERVE AS AMBASSADOR FOR COUNCIL. 3) HORIZONS AT ETHEL WALKER SCHOOL; INVESTMENT RELATED-NO; 230 BUSHY HILL RD., SIMSBURY, CT 06070; CHARITABLE ORGANIZATION; TITLE: DIRECTOR; START DATE: 11/17; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS: 0-10 HOURS; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS DURING TRADING HOURS: 0-10 HOURS; DUTIES: SERVE ON DEVELOPMENT COMMITTEE AND RAISE MONEY TO FUND PROGRAM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
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