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320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
Branch Locations
320 Boston Rd, 1St Floor Suite 115, Darien, CT 06820 • United States
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 06/2017 | 05/2019 |
| Villanova University | Villanova | PA | 06/2013 | 06/2017 |
| Citigroup | Greenwich | CT | 05/2019 | 11/2020 |
| Symbiotic Wealth Inc. | Larchmont | NY | 12/2020 | 08/2021 |
| Ubs Financial Services Inc. | Stamford | CT | 10/2021 | 07/2024 |
| Lpl Financial Llc | Darien | CT | 05/2026 | 08/2026 |
| Fordham University | New York | NY | 08/2024 | 05/2026 |
| Stratos Wealth Partners, Ltd. | Darien | CT | 05/2026 | 08/2026 |
| Private Client Services, Llc | Darien | CT | 08/2026 | Present |
| Twenty Four Wealth | Darien | CT | 08/2026 | Present |
1) Twenty Four Wealth; Investment Related; 320 Boston Post Road, Fl 1, Suite 115, Darien, CT 06820; RIA; IAR; Start Date: 09/01/2026; Number of hours/month: 160; Number of hours during security trading: 130; IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
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