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2 Schooner Ln Suite 1-12, Milford, CT 06460 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hamden | CT | 08/2022 | 11/2022 |
| Open Doors | Norwalk | CT | 03/2021 | 07/2022 |
| Holler Law Firm | Milford | CT | 02/2020 | 02/2021 |
| Creative Financial Staffing | Norwalk | CT | 06/2019 | 11/2019 |
| Hart United Inc. | North Haven | CT | 06/2016 | 05/2020 |
| Quinnipiac University | Hamden | CT | 08/2015 | 05/2019 |
| Robert Half | New Haven | CT | 12/2019 | 02/2020 |
| Bank Of America N.A. | Hamden | CT | 11/2022 | 10/2023 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 10/2023 | 08/2025 |
| Fuchs Financial | West Hartford | CT | 10/2023 | 08/2025 |
| Unemployed | Hartford | CT | 08/2025 | 12/2025 |
| Connecticut Capital Management Group, Llc | Milford | CT | 12/2025 | Present |
Open Door Shelter; Board Member; Hours per week: During work: 0 Hours; After work: 5 Hours; Start Date: January 2025; Responsibilities Duties:- Voting member of the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-29 |
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