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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-07 |
| NY | RA | APPROVED | 2024-10-01 |
Branch Locations
440 Mamaroneck Ave Suite 403, Harrison, NY 10528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Westport | CT | 01/2006 | 07/2017 |
| Hayden Wealth Management | Westport | CT | 06/2008 | 09/2017 |
| Money Concepts Capital Corp | Palm Beeach Gardens | FL | 09/2017 | 06/2020 |
| Sovereign Financial Group, Inc. | Stamford | CT | 07/2020 | 08/2021 |
| Independent Advisor Alliance | Charlotte | NC | 08/2021 | 09/2024 |
| Moneco Advisors Dba Rightirement Wealth Partners | Fairfield | CT | 10/2024 | Present |
The Center for Retirement and Investment Planning, LLC,55 Greens Farms Rd, Suite 263, West Port, CT 06880. Doing Business As, Owner, investment related, 60% time spent on activity during securities hours 08/2021 - Rightirement - DBA for IAA business - 100% Fixed Life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-31 |
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