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144 Gould Street Suite 210, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-09 |
| CT | RA | APPROVED | 2023-08-02 |
Branch Locations
1062 Barnes Road Suite 209, Wallingford, CT 06492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Capital Financial Advisors, Llc | Meriden | CT | 04/2016 | 03/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2018 | 03/2023 |
| Armstrong Advisory Group, Inc. | Needham | MA | 08/2023 | Present |
| N/A | Rocky Hill | CT | 03/2023 | 08/2023 |
| East Granby Congregational Church | East Granby | CT | 01/2023 | Present |
1) MUSICIAN. NOT INVESTMENT RELATED. PARTICIPATING IN PIANO CONCERTS. STARTED 2005. 5 HOURS PER MONTH. 2) EAST GRANBY CONGREGATIONAL CHURCH. 9 RAINBOW RD, EAST GRANBY, CT 06026. DIRECTOR OF MUSIC. START DATE: JANUARY 2024. NO HOURS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS. (3) INSURANCE SALES: Mr. Sczurek is a licensed insurance agent/producer. Business is conducted at 1062 Barnes Rd, Ste 209, Wallingford CT, 06492, United States. Start date: 02/2025. Investment related - Sales of Insurance Products that do not require securities licensing only. Number of hours: ~5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
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