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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longhorn Steakhouse | North Haven | CT | 10/2016 | 10/2019 |
| Self Employed | Hamden | CT | 03/2017 | 01/2024 |
| Success Education Consultants | North Haven | CT | 09/2022 | Present |
| Longhorn Steakhouse | Southington | CT | 01/2021 | 07/2024 |
| Unemployed | New Haven | CT | 01/2015 | 10/2016 |
| Osaic Wealth, Inc | North Haven | CT | 01/2025 | Present |
MARGEN LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/13/2023 ADDRESS: 3308 Dixwell Ave, North Haven CT 06473, United States DESCRIPTION: Run Day to Day Business of Financial Planning which consists of setting up appointments for clients and processing paperwork as well as keeping clients information up to date.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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