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40 Danbury Road Suite 301, Wilton, CT 06897 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-12 |
| NY | RA | APPROVED | 2026-05-12 |
Branch Locations
711 Westchester Ave Suite 305, White Plains, NY 10604 • United States
40 Danbury Road Suite 301, Wilton, CT 06897 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | White Plains | NY | 05/2026 | Present |
| Morgan Stanley | New York | NY | 10/2013 | 07/2021 |
| Htg Investment Advisors, Inc. | New Canaan | CT | 07/2021 | 04/2026 |
| Trivium Point Advisory, Llc | White Plains | NY | 05/2026 | Present |
1. 06/2026 - Trivium Point Consulting - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/4/2026 2. 06/2026 - Trivium Point Advisory, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/4/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-07 |
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