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176 Westbrook Road, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Groton | CT | 08/2016 | 05/2017 |
| The Wilds Of New England | Deering | NH | 06/2017 | 08/2017 |
| Pensacola Christian College | Pensacola | FL | 08/2017 | 05/2018 |
| The Wilds Of New England | Deering | NH | 06/2018 | 08/2018 |
| The Wilds Of New England | Deering | NH | 05/2019 | 08/2019 |
| Pensacola Christian College | Pensacola | FL | 08/2019 | 03/2020 |
| Seaport Rv Resort And Campground | Mystic | CT | 05/2020 | 08/2020 |
| Pensacola Christian College | Deering | NH | 01/2019 | 05/2021 |
| Pensacola Christian College | Pensacola | FL | 08/2018 | 05/2021 |
| Johnson Brunetti | Wethersfield | CT | 06/2021 | 04/2023 |
| Jb Capital, Llc | Wethersfield | CT | 02/2022 | 04/2023 |
| Lighthouse Financial Management | Westerly | RI | 05/2023 | 12/2023 |
| Lighthouse Financial Management, Llc | Westerly | RI | 05/2023 | 12/2023 |
| Seaport Rv Resort And Campground | Mystic | CT | 04/2017 | 05/2023 |
| Essex Financial Services, Inc. | Essex | CT | 01/2024 | 01/2025 |
| Essex Financial Services, Inc | Essex | CT | 01/2025 | Present |
1)Insurance Agent for Essex Financial Services Inc -1/2024- 176 Westbrook Rd, Essex CT 06426 - Life insurance/fixed annuity sales - Not Inv Rel - Insurance Business - less than 10 hrs/mo; less than 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
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