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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2025-01-27 |
Branch Locations
225 Asylum Street 14Th Floor, Hartford, CT 06103 • 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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | South Glastonbury | CT | 07/2020 | 04/2023 |
| Apple Inc. | Farmington | CT | 05/2014 | 03/2020 |
| Carollo & Associates Pc | South Glastonbury | CT | 01/2020 | 04/2023 |
| Joseph E Carollo, Cpa | South Glastonbury | CT | 01/2020 | 04/2023 |
| Carollo & Associates Pc | South Glastonbury | CT | 02/2017 | 02/2019 |
| Avantax Advisory Services | South Glastonbury | CT | 09/2022 | 04/2023 |
| Lincoln Financial Advisors Corporation | Glastonbury | CT | 04/2023 | 05/2024 |
| Morgan Stanley | Hartford | CT | 01/2025 | Present |
| N/A | Glastonbury | CT | 06/2024 | 01/2025 |
*625618- Public Notary; Investment related: Yes; South Glastonbury, Connecticut; Civic/Religious/Community; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
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