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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-03 |
Branch Locations
20 Main Street, Old Saybrook, CT 06475 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New Haven | CT | 07/2019 | 02/2024 |
| United Bank | North Haven | CT | 11/2017 | 07/2019 |
| J.P. Morgan Securities Llc | New Haven | CT | 07/2019 | 02/2024 |
| Peoples United Bank | New Haven | CT | 03/2016 | 10/2017 |
| Miss Ramah Llc | Meriden | CT | 10/2020 | Present |
| Partner For Community | Springfield | MA | 11/2022 | Present |
| Wells Fargo Clearing Services, Llc | Madison | CT | 03/2024 | 07/2026 |
| Wells Fargo Bank, Na | Madison | CT | 03/2024 | 07/2026 |
| Uber | Meriden | CT | 01/2024 | Present |
| Lyft | Meriden | CT | 01/2024 | Present |
| Key Investment Services Llc | Brooklyn | OH | 07/2026 | Present |
| Keybank | Old Saybrook | CT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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