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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgefield | CT | 09/2015 | 08/2019 |
| Lpl Financial Llc | Wilton | CT | 08/2019 | 11/2019 |
| Merit Financial Advisors | Wilton | CT | 11/2019 | 03/2024 |
| Unemployed | Wilton | CT | 03/2024 | 06/2024 |
| Gladstone Wealth Partners | Purchase | NY | 09/2025 | 09/2025 |
| Trivium Point Advisory | Westport | CT | 06/2024 | 05/2025 |
| The Herbst Group, Llc | Westport | CT | 10/2025 | 05/2026 |
| Unemployed | Wilton | CT | 06/2025 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Greenwich | CT | 07/2026 | Present |
| Unemployed | Wilton | CT | 05/2026 | 07/2026 |
1) Licensed Insurance Professional; not investment-related; same as reported business location; licensed to sell insurance products; Insurance Agent; 3/29/2016; o hours per month; Currently just maintaining insurance license and not actively selling any insurance products. STELVIO WEALTH PARTNERS, LLC; INV RELATED;GREENWICH,CT; LLC; CLIENT ASSOCIATE; START DATE: 08/14/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
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