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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
| CT | RA | APPROVED | 2025-06-03 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
45 Newbury Street Suite 404, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Wealth Management | Farmington | CT | 02/2022 | 01/2025 |
| Student | Storrs | CT | 08/2018 | 05/2022 |
| Connecticut Wealth Management | Farmington | CT | 06/2021 | 03/2022 |
| Webster Bank | Stamford | CT | 06/2020 | 08/2020 |
| Northwest Catholic High School | West Hartford | CT | 08/2014 | 08/2018 |
| Northwest Catholic High School | West Hartford | CT | 09/2014 | 05/2018 |
| Connecticut Wealth Management | Farmington | CT | 01/2025 | 04/2025 |
| Brighton Jones | Boston | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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