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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
| CT | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 02/2015 | 07/2020 |
| Mayflower Financial Advisors, Llc | Boston | MA | 07/2020 | 06/2023 |
| Private Client Services | Boston | MA | 07/2020 | 06/2023 |
| Pallas Capital Advisors, Llc | Braintree | MA | 06/2023 | 01/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | 01/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Wealth | Stamford | CT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-13 |
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