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1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-01 |
Branch Locations
1 Enterprise Drive, Suite 425, Shelton, CT 06484 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2016 | 09/2025 |
| Seacrest Wealth Management, Llc | Purchase | NY | 08/2016 | 09/2025 |
| Innovative Asset Advisors Group | Shelton | CT | 10/2025 | Present |
Independent Insurance Agent, 1-5 Hrs/Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
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