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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-01-11 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2015 | 12/2020 |
| Reby Advisors, Llc | Danbury | CT | 03/2015 | 12/2020 |
| Lpl Financial, Llc | Fairfield | CT | 01/2021 | Present |
| Moneco Advisors Llc | Fairfield | CT | 01/2021 | Present |
1. 1/8/2021 - Moneco Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/1/2025 - Moneco Insurance, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 3 Hours Per Month - Selling life, disability, fixed annuity. 3. 1/8/2021 - RUDOLF J WEISS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - 1 Hour Per Month. 4. 1/13/2021 - Moneco Advisors LLC - DBA: (Hybrid) Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/11/2021 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-17 |
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