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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-03 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneco Advisors | Fairfield | CT | 06/2024 | Present |
| Righthand Capital Llc | Boston | MA | 06/2023 | 01/2024 |
| M3 Wealth Advisors Llc | Needham | MA | 01/2023 | 03/2023 |
| Ameriprise Financial Services Llc | Nashua | NH | 09/2022 | 11/2022 |
| O2 Safe Solutions | Wallingford | CT | 05/2022 | 08/2022 |
| Amity Regional Middle School & High School | Bethany | CT | 08/2014 | 06/2020 |
| Bentley University | Waltham | MA | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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