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1 Enterprise Drive, Suite 405, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-30 |
Branch Locations
1 Enterprise Drive, Suite 405, Shelton, CT 06484 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Hartford | CT | 07/2016 | 11/2018 |
| Tiaa | Hartford | CT | 07/2016 | 11/2018 |
| Elevage Partners, Llc | Longmeadow | MA | 11/2018 | 10/2020 |
| Home Depot | Wilbraham | MA | 04/2020 | 07/2021 |
| Valic Financial Advisors, Inc. | Nashua | NH | 05/2021 | 12/2024 |
| Agia | Houston | TX | 12/2022 | 01/2025 |
| Bridgelight Financial Advisors, Inc. | Shelton | CT | 07/2026 | Present |
| True North Insurance | Trumbull | CT | 01/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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