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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-10 |
| LA | RA | APPROVED | 2016-04-08 |
| TX | RA | APPROVED | 2016-02-24 |
| CT | RA | APPROVED | 2014-08-22 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
University Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fairfield | CT | 01/1994 | Present |
| Moneco Advisors, Llc | Fairfield | CT | 08/2014 | Present |
1. 07/21/2005 - HIGHLAND CAPITAL BROKERGE - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only. 2. 09/16/2010 - NO BUSINESS NAME - INV REL - Tax Prep/Accounting/CPA - Time Spent 1% - assist clients to submit their tax returns using Turbo Tax. 3. 07/16/2013 - Money Consultants, Inc. DBA MONECO Advisors - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - 10% TIME SPENT -for accounting purposes only. 4. 08/26/2013 - Moneco Advisors - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business). 5. 08/26/2013 - Moneco Advisors - At Reported Business Location(s) - Non-Variable Insurance DBA - 10% TIME SPENT -Registered Representative. 6. 09/03/2014 - MONECO ADVISORS - Not Investment Related - At Reported Business Location(s) - OTHER-NOTARY - 1 HR PER MONTH - NOTARY PUBLIC. 7. 3/6/2017 - Money Consultants, Inc. - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 02/28/17 - 3 Hours Per Month/1 Hour During Securities Trading - Preparing tax. 8. 3/1/2018 - Moneco Advisors, LLC - DBA: (Hybrid) MONECO Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/2013 - Time Spent 1% - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2016. I expect to spend approximately 2 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. 9. 5/14/2021 - No Business Name - Investment Related - 6302 Thorndon Circle, University Park, FL 34201 - Real Estate Rental - Start Date: 5/15/2021 - 1 Hours Per Month/0 Hours During Securities Trading. 10. 01/31/2022 - No Business Name - Investment Related - Gloucester, Massachusetts 01930 - Real Estate Rental - Start Date: 10/15/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Condominium home.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-08 |
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