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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
15 N. Main Street Suite 300, West Hartford, CT 06107-2420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xavier High School | Middletown | CT | 09/2014 | 06/2018 |
| Wylie Inn And Conference Center | Beverly | MA | 05/2021 | 05/2022 |
| Northeastern University | Boston | MA | 08/2021 | 12/2021 |
| Endicott College | Beverly | MA | 09/2018 | 05/2022 |
| Fedex | Middletown | CT | 06/2020 | 08/2020 |
| Southington-Cheshire Community Ymca | Southington | CT | 12/2020 | 01/2021 |
| New Britain Bees | New Britain | CT | 05/2019 | 08/2019 |
| Southington Cheshire Community Ymca | Southington | CT | 06/2018 | 08/2019 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 03/2024 |
| Endicott College | Beverly | CT | 09/2018 | 05/2021 |
| R&R Pallet Corporation | Cheshire | CT | 06/2017 | 08/2017 |
| Medacist Solutions | Cheshire | CT | 05/2017 | 06/2017 |
| Janney Montgomery Scott Llc | West Hartford | CT | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-09 |
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