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225 Prospect Street, East Hartford, CT 06108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-06 |
Branch Locations
225 Prospect Street, East Hartford, CT 06108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medallion Wealth Advisors, Llc | Farmington | CT | 12/2021 | 05/2022 |
| Wheaton College | Norton | MA | 09/2016 | 06/2017 |
| University Of Hartford | West Hartford | CT | 01/2018 | 06/2018 |
| Bard College | Annandale-On-Hudson | NY | 09/2018 | 06/2019 |
| Babson College | Wellesley | MA | 08/2019 | 06/2021 |
| Peter L Brown Co. | Granby | CT | 07/2015 | 08/2020 |
| Medallion Wealth Advisors | Farmington | CT | 08/2021 | 11/2021 |
| Crs Landscaping & Excavation | East Granby | CT | 07/2017 | 09/2017 |
| Ameriprise Financial Services, Llc | Simsbury | CT | 06/2022 | 03/2023 |
| Pruco Securities Llc | Glastonbury | CT | 08/2023 | 12/2023 |
| Unemployed | West Hartford | CT | 03/2023 | 08/2023 |
| The Prudential Insurance Company Of America | Glastonbury | CT | 09/2023 | 12/2023 |
| Belmont Asset Management, Llc | East Hartford | CT | 02/2024 | Present |
| Valley & Aetna Building Products | East Hartford | CT | 12/2023 | 10/2024 |
| Morgan House Tavern | Avon | CT | 02/2026 | Present |
RENTAL PROPERTY #1 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 16-20 Elm St, Tariffville CT 06081, United States DESCRIPTION: Managing the manager of the rental property RENTAL PROPERTY #2 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2020 ADDRESS: 11 Spruce Street, Westerly RI 02891, United States DESCRIPTION: Managing the manager of the rental property MORGAN HOUSE TAVERN POSITION: OWNER; NATURE: OVERSEE THE OPERATIONS OF A RESTAURANT; INVESTMENT RELATED- NO; ADDRESS: 136 SIMSBURY ROAD, BUILDING 14, AVON, CT 06070; START DATE: 2/6/2026 TIME PER MONTH: 80 HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-08 |
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