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65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-25 |
Branch Locations
65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Six Flags New England | Agawam | MA | 03/2017 | 08/2017 |
| Agawam High School | Agawam | MA | 08/2014 | 06/2018 |
| University Of Hartford | Hartford | CT | 09/2018 | 05/2022 |
| Golf Acres | Westfield | MA | 05/2018 | 09/2018 |
| Six Flags New England | Agawam | MA | 06/2019 | 09/2019 |
| University Of Hartford | Hartford | CT | 01/2020 | 03/2020 |
| University Of Hartford | Hartford | CT | 09/2021 | 05/2022 |
| Mr.WHippy's | Westfield | MA | 06/2022 | 10/2022 |
| Connecticut River Wealth Management | Manchester | CT | 12/2023 | 08/2026 |
| Lpl Financial Llc | Manchester | CT | 04/2024 | 08/2026 |
| Unemployed | Feeding Hills | CT | 10/2022 | 11/2023 |
| Apella Wealth | West Hartford | CT | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
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