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1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-29 |
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Boston | MA | 05/2014 | 09/2017 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 10/2018 | 06/2019 |
| Unemployed | North Attleboro | MA | 09/2017 | 10/2018 |
| Santander Securities, Llc | Dorchester | MA | 08/2019 | 09/2023 |
| Santander Securities, Llc | Dorchester | MA | 09/2023 | 03/2024 |
| Advisor Law | Broomfield | CO | 07/2024 | Present |
| Sentinel Asset Management, Llc | Wallingford | CT | 07/2024 | Present |
| Unemployed | Sharon | MA | 03/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-30 |
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