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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-04 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryant University | Smithfield | RI | 09/2016 | 05/2020 |
| Waddell & Reed | Hamden | CT | 05/2017 | 08/2017 |
| Costco Wholesale | Milford | CT | 06/2017 | 05/2020 |
| Fidelity Investments | Smithfield | RI | 05/2020 | 08/2022 |
| Moneco Advisors | Fairfield | CT | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
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