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401 Merritt 7 Ph, Norwalk, CT 06851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-10-22 |
| FL | RA | APPROVED | 2025-10-14 |
| NY | RA | APPROVED | 2025-10-14 |
| OR | RA | APPROVED | 2025-10-14 |
| CT | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Southern Mississippi, Office Of Sustainability | Hattiesburg | MS | 05/2014 | 01/2017 |
| Newsong Wealth Management Group | Hattiesburg | MS | 01/2017 | 05/2019 |
| Lpl Financial Llc | Hattiesburgh | MS | 02/2017 | 08/2018 |
| Reap Financial | Austin | TX | 07/2019 | 03/2020 |
| Charles Schwab & Co., Inc. | Austin | TX | 05/2020 | 07/2025 |
| Riskbridge Advisors | Norwalk | CT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-25 |
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