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One Park Street, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diastole Wealth Management, Inc. | Guilford | CT | 09/2016 | 11/2019 |
| Roche Diagnostics | Indianapolis | IN | 07/2011 | 09/2016 |
| Grey Ledge Advisors, Llc | Guilford | CT | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
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