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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-03-01 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
175 Elm St., New Canaan, CT 06840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Stamford | CT | 02/2018 | 03/2023 |
| Massachusetts Mutual Life Insurance Company | Stamford | CT | 02/2018 | 03/2023 |
| University Of Connecticut | Stamford | CT | 08/2016 | 05/2020 |
| Kindred Spirits &Wine | Monroe | CT | 03/2008 | 07/2017 |
| Moneco Advisors, Llc | Fairfield | CT | 03/2023 | Present |
| Lpl Financial | Fairfield | CT | 03/2023 | Present |
1) 3/2023- MONECO ADVISORS- DBA for LPL Business (entity for LPL business)- inv. related- Fairfield, CT 2) 3/2024- Daly Insurance Brokerage Services, LLC; Non-investment related; 200 Executive BLVD. S. STE 4J, Southington, CT 06489; Insurance; Sales; Start date 3-27-2024; 1 hour per month; 1 hour per month during securities trading hours; selling insurance. 3) 3/31/2023 - MONECO ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/14/2023 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Moneco Advisors, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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