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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-12 |
| CT | RA | APPROVED | 2014-08-22 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fairfield | CT | 12/1989 | Present |
| Moneco Advisors | Fairfield | CT | 08/2014 | Present |
1. 3/2/2007 - DAVID J LINCOLN LLC (TAX USE ONLY) - AT REPORTED BUSINESS LOCATION(S) - OTHER-FOR ACCOUNTING PURPOSES ONLY. 2. 7/19/2013: MONECO ADVISORS - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - 1% OF TIME SPENT - RIA PREPARES FINANCIAL PLANS FOR A FIXED FEE. 3. 12/3/2013: MONECO ADVISORS - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 4. 9/30/2014: MONECO ADVISORS, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - STARTED 07/22/2014 - 160 HOURS PER MONTH/8 HOURS DURING SECURITIES - SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE NAME MONECO ADVISORS LLC. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN COUNSELING, OR OTHER RELATED FINANCIAL CONSULTING. 5. 07/27/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 10/01/1987 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-30 |
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