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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-22 |
Branch Locations
17 Squadron Boulevard Suite 400, New City, NY 10956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Handcock Insurance | Rocky Hill | CT | 04/2017 | 07/2017 |
| White Ways | Wallingford | CT | 06/2018 | 07/2018 |
| Adp | Milford | CT | 02/2019 | 05/2019 |
| Sacred Heart University | Fairfield | CT | 08/2016 | 12/2018 |
| Property Services Group Llc | Hamden | CT | 01/2018 | 05/2018 |
| Northwestern Mutual Life Insurance Company | West Hartford | CT | 06/2019 | 12/2022 |
| Northwestern Mutual Investment Services Llc | West Hartford | CT | 11/2021 | 12/2022 |
| Sentinel Asset Management, Llc | Wallingford | CT | 01/2023 | 10/2023 |
| Accurate Wealth Management | Wesley Chapel | FL | 10/2023 | 07/2025 |
| Aag Capital | Wesley Chapel | FL | 11/2023 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | New City | NY | 07/2025 | Present |
| Sacred Heart University Master's Program | Fairfield | CT | 01/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-08 |
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