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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rocktown Realty | Harrisonburg | VA | 11/2014 | 01/2020 |
| Axa Advisors,Llc | New York | NY | 01/2018 | 07/2018 |
| Waynesboro City Public Schools | Waynesboro | VA | 08/2010 | 06/2016 |
| Harrisonburg City Public Schools | Harrisonburg | VA | 01/2017 | 06/2018 |
| Kline May Realty | Harrisonburg | VA | 01/2020 | 12/2023 |
| Rosetta Stone | Harrisonburg | VA | 01/2024 | 10/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 10/2024 | Present |
| Farmers & Merchants Bank | Harrisonburg | VA | 10/2024 | Present |
1.) Generations Crossing. Not investment related. Chair of Board of Directors. Starting Jan 2025. Day Care for adults and children. 2.) Madison Manor HDA. Board of directors. Not investment related. Director/Treasurer. Started in 2023. Approx 25 hours per month nt during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-05 |
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