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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-11 |
| NY | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 01/2025 | Present |
| Pizza Palace | Old Saybrook | CT | 03/2016 | 10/2018 |
| Fiducient Advisors | Windsor | CT | 05/2021 | 09/2021 |
| Old Saybrook Raquet Club | Old Saybrook | CT | 06/2016 | 09/2018 |
| Raymond James Financial Services | Old Saybrook | CT | 09/2016 | 01/2017 |
| Old Saybrook Parks And Recreation | Old Saybrook | CT | 06/2016 | 09/2016 |
| Los Charos | Centerbrook | CT | 09/2022 | 03/2024 |
| National Financial Network | New Haven | CT | 07/2023 | 12/2024 |
| Carlsons Landing | Essex | CT | 04/2020 | 05/2023 |
| Alforno Trattoria | Old Saybrook | CT | 10/2022 | 09/2023 |
| Noahs On 63 Main | Essex | CT | 05/2023 | 12/2024 |
| Lawn Buisness | Old Saybrook | CT | 07/2013 | 09/2019 |
| Valley Shore Ymca | Westbrook | CT | 03/2016 | 03/2017 |
| Black Seal Bar And Grill | Essex | CT | 11/2021 | 09/2022 |
| Denovellis By The Shore | Clinton | CT | 05/2021 | 05/2022 |
| Borough Of Fenwick | Old Saybrook | CT | 06/2018 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
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