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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 | 2025-04-14 |
Branch Locations
60 6Th St, Stamford, CT 06905 • United States
68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • United States
1211 High Ridge Rd, Stamford, CT 06905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Carmel | IN | 02/2016 | 10/2016 |
| Residential Warranty Services | Carmel | IN | 10/2016 | 01/2017 |
| Charles Schwab And Company | Scarsdale | NY | 01/2017 | 02/2021 |
| Jp Morgan Chase | Stamford | CT | 02/2021 | 02/2022 |
| Kurt Mattson | Atlanta | GA | 03/2022 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 03/2022 | 06/2023 |
| Kurt Mattson | Atlanta | GA | 02/2022 | 03/2022 |
| Unemployed | Stamford | CT | 06/2023 | 08/2023 |
| Td Private Client Wealth Llc | Greenwich | CT | 08/2023 | 04/2025 |
| Td Bank N.A. | Greenwich | CT | 08/2023 | 04/2025 |
| Wells Fargo Clearing Services, Llc . | Stamford | CT | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-09 |
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