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9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-02 |
Branch Locations
West Henrietta, NY • United States
9350 South Dixie Highway Suite 1560, Miami, FL 33156 • United States
10 Talcott Notch Road 2Nd Floor, Farmington, CT 06032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-15 |
| CT | RA | APPROVED | 2023-03-07 |
Branch Locations
10 Talcott Notch Road 2Nd Floor, Farmington, CT 06032 • United States
986 South Main Street, Cheshire, CT 06410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasi Investments, Llc | West Henrietta | NY | 11/2022 | Present |
| Newtown High School | Sandy Hook | CT | 08/2013 | 06/2017 |
| Stonehill College | North Easton | MA | 08/2017 | 05/2021 |
| Wells Fargo Bank | Bethel | CT | 09/2021 | 02/2022 |
| Best Buy | Danbury | CT | 07/2021 | 01/2022 |
| Harvard University | Easton | MA | 06/2021 | 08/2022 |
| Stonehill College | North Easton | MA | 08/2020 | 12/2020 |
| Target | Bethel | CT | 05/2019 | 01/2020 |
| Bj's Wholesale | Brookfield | CT | 05/2017 | 07/2017 |
| Trpc Advisory Services, Inc. | Nashville | TN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-07 |
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