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35 Pratt Street Suite 202, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Churchill Asset Management | New York | NY | 02/2016 | 04/2019 |
| William Raveis Real Estate | Glastonbury | CT | 01/2021 | 11/2021 |
| Financial Resources Group, Llc | Glastonbury | CT | 10/2021 | 09/2023 |
| Na | Na | XX | 04/2019 | 01/2021 |
| Alchemi Wealth, Llc | Essex | CT | 09/2023 | Present |
1.) Licensed Insurance Agent; Investment Related; Glastonbury CT; Start Date: 2022-03-01; during trading hours: 5; outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
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