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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principle Wealth Partners Llc | Madison | CT | 01/2020 | Present |
| Olio Financial Planning | Blacksburg | VA | 06/2017 | 01/2020 |
| Jsw Financial | Blacksburg | VA | 06/2014 | 06/2017 |
1.) BOARD OF DIRECTORS - THE MADISON FOUNDATION; START DATE 2019; 2.) COACH - SHORELINE SPARTANS RUGBY FOOTBALL CLUB; START DATE 2019;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-23 |
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