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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Clinton | CT | 05/2017 | 04/2018 |
| Trinity College | Hartford | CT | 08/2013 | 06/2017 |
| Northwestern Mutual Investment Services Llc | West Hartford | CT | 01/2018 | 12/2018 |
| Trinitypoint Wealth, Llc | Milford | CT | 12/2018 | 06/2020 |
| Principle Wealth Partners Llc | Madison | CT | 02/2021 | Present |
| Simione, Macca & Larrow | Wethersfield | CT | 06/2020 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-08 |
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