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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-25 |
Branch Locations
65 Lasalle Road Suite 200 & 316, West Hartford, CT 06107 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Hartford Public Schools | West Hartford | CT | 08/2000 | 08/2022 |
| Ameriprise Financial Services, Llc. | Hartford | CT | 11/2022 | 05/2024 |
| Massmutual Life Insurance Co | West Hartford | CT | 06/2024 | Present |
| Mml Investors Services, Llc | West Hartford | CT | 06/2024 | Present |
| Bionic Crossfit | Newington | CT | 10/2023 | 03/2024 |
(1)Name: Wells Consulting Services, LLC Inv rel: N Add: 81 South Main St., Wet Hartford, CT 06107 Nature: Consulting Position: Consultant Start date: 08/01/2010 No. HR/MO: 4 No. HR/MO dur trading: 0 Describe duties: Coach parents and professionals on education and leadership strategies. (2)Name: West Hartford Retired Educators Association Inv rel: Y Add: At Residential Address Nature: Board Service Position: Treasurer Start date: 07/01/2024 No. HR/MO: 2-4 No. HR/MO dur trading: 0 Describe duties: Financial management and oversight, budget monitoring and compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
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