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1520 Highland Ave, Cheshire, CT 06410-1276 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2009-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Oak Asset Management | Cheshire | CT | 08/2007 | Present |
Seventy West, LLC 1256 Rice Avenue, Cheshire, CT 06410 Co-owner. Established LLC to own and manage rental property purchased 7/1/13. Act as agent/manager/landlord and work an average of 10-25 hours per month before or after regular securities trading hours. Manage building maintenance & improvement, tenant leases, record keeping. Also, incorporated within my normal Charter Oak workday I am licensed to sell Life, Accident & Health Insurance to potential and existing clients should there be a need typically allocating less than 10 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-16 |
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