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1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| CT | RA | APPROVED | 2025-09-29 |
Branch Locations
1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
110 Washington Ave. 3Rd Fl., North Haven, CT 06473 • 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 |
|---|---|---|---|---|
| Royal Alliance | Hamden | CT | 07/2012 | 03/2023 |
| Financial Strategies Investment Advisor Services, Inc. | North Haven | CT | 04/2023 | Present |
1) MERIT INSURANCE AGENCY/CAROL TRULUCK, Hartford, CT, FIXED INSURANCE SALES, INVESTMENT RELATED, INSURANCE AGENT, NUMBER OF HOURS DEVOTED PER MONTH: 1 NUMBER OF HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS: 1 START DATE: 03/1986, SALES OF FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-22 |
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