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35 Pratt Street Suite 202, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Essex | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Essex | CT | 11/2016 | 02/2021 |
| Alchemi Wealth, Llc | Essex | CT | 02/2021 | Present |
1.)WINTHROP FARMS, LLC., INV RELATED, MILL SPRING, NC. START: 11/30/2016, 10 HOURS/MONTH, 0 DURING TRADING, LANDLORD. 2) Insurance Agent, investment related, Lines of Authority include Life/Accident & Health or Sickness/Variable Life & Variable Annuity, Start Date 07/2001, approximately 5 hours/month devoted to this business with 5 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-13 |
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