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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-03 |
Branch Locations
55 Walls Drive Suite 308, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S United Bank | Bridgeport | CT | 11/2007 | 09/2022 |
| People'S Securities, Inc. | Bridgeport | CT | 11/2013 | 01/2019 |
| M&T Bank | Westport | CT | 09/2022 | 08/2024 |
| Unemployed | Trumbull | CT | 09/2024 | 10/2024 |
| Harbor West | Westport | CT | 10/2024 | Present |
| Geneos Wealth Management | Westport | CT | 10/2024 | Present |
| Geneos Wealth Management Inc | Fairfield | CT | 01/2025 | Present |
| Harbor West | Fairfield | CT | 01/2025 | Present |
1) DBA: will work under HARBOR WEST non investment related business located at branch location - 40 hours per week /part time assistant role. 2) NOTARY PUBLIC. 3) Independent Rep with various companies for FIXED INSURANCE SALES. 4) BUSINESS NETWORKING INTERNATIONAL TRIBURY-PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-17 |
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