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Oakland, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-17 |
| OR | RA | APPROVED | 2025-10-10 |
| CT | RA | APPROVED | 2025-10-09 |
| OH | RA | APPROVED | 2025-06-20 |
| CA | RA | APPROVED | 2025-06-18 |
Branch Locations
Oakland, CA • United States
Granby, CT • United States
5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2014 | 12/2017 |
| Ballard Associates | Farmington | CT | 07/2014 | 12/2017 |
| Sri Investing | Madison | NJ | 01/2018 | 05/2022 |
| Summit Financial, Llc | Parsippany | NJ | 05/2022 | 03/2023 |
| Unemployed | Lebanon | CT | 03/2023 | 09/2023 |
| Chef Life Pro | Lebanon | CT | 09/2023 | Present |
| First Affirmative Financial Network, Llc | Lebanon | CT | 01/2024 | Present |
| Communitas Financial Planning Pbc | San Francisco | CA | 04/2025 | Present |
1. Chef Pro Life; not investment related; Granby, CT; Restaurateur, consulting and training; Owner, operator and chef; March 2023; 10 hrs a month, none during security hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-11 |
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