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869 Boston Post Road, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warner Wealth | Shelton | CT | 10/2022 | Present |
| Vineyard Gazette | Edgartown | MA | 07/2022 | 09/2022 |
| Shore Publishing Llc | Madison | CT | 06/2000 | 06/2022 |
| Lpl Financial Llc | Shelton | CT | 04/2024 | Present |
1) 05/06/2024 - Warner Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 10/16/2023 2) 07/15/2025 - Warner Wealth - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 04/01/2025. I provide investment advisory services through Warner Wealth, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 173 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
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