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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CT | RA | APPROVED | 2021-04-13 |
Branch Locations
31 Liberty Street Suite #207, Southington, CT 06489 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ansonia | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ansonia | CT | 11/2016 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | Present |
| Fs Financial | Southington | CT | 04/2021 | Present |
1. Fixed insurance sales; as of 04/07/2021; 5% time spent during business hours; Conducted at branch location; Investment related 2. Co-owner, FS Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 4/8/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-21 |
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