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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-19 |
Branch Locations
200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors, Inc. | Hartford | CT | 01/2022 | 02/2023 |
| Glastonbury Public Schools | Glastonbury | CT | 01/2012 | 06/2017 |
| Seager Marine | Canandaigua | NY | 06/2017 | 08/2017 |
| University Of Connecticut | Storrs | CT | 08/2017 | 05/2018 |
| Seager Marine | Canandaigua | NY | 05/2018 | 08/2018 |
| University Of Connecticut | Storrs | CT | 08/2018 | 05/2019 |
| Seager Marine | Canandaigua | NY | 05/2019 | 08/2019 |
| University Of Connecticut | Storrs | CT | 08/2019 | 05/2020 |
| Seager Marine | Canandaigua | NY | 05/2020 | 09/2020 |
| University Of Connecticut | Storrs | CT | 08/2020 | 08/2021 |
| Seager Marine | Canandaigua | NY | 05/2021 | 10/2021 |
| Lincoln Financial Distributors, Inc. | Hartford | CT | 02/2023 | 12/2024 |
| Unemployed | Glastonbury | CT | 12/2024 | 02/2025 |
| Heritage Capital Advisors, Llc | Glastonbury | CT | 02/2025 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 02/2025 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Heritage Capital Advisors, Llc | Glastonbury | CT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-15 |
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