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Westport, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-07 |
| CT | RA | APPROVED | 2020-07-02 |
Branch Locations
Westport, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Shields & Co., Llc | New York | NY | 11/2009 | 06/2020 |
| The Herbst Group | Westfort | CT | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-20 |
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