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302 West Main Street Suite 206, Avon, CT 06001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-04 |
Branch Locations
302 West Main Street Suite 206, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Michaels College | Colchester | VT | 07/2013 | 05/2017 |
| Red Lion Inn | Stockbridge | MA | 01/2011 | 01/2017 |
| Headwaters Mb | Burlington | VT | 06/2017 | 12/2017 |
| Capstone Headwaters | Burlington | VT | 01/2018 | 08/2018 |
| Unemployed | Stockbridge | MA | 02/2017 | 05/2017 |
| Charles Schwab & Co., Inc. | Mystic | CT | 09/2018 | 04/2022 |
| New England Private Wealth Advisors, Llc | Wellesley | MA | 02/2023 | 07/2024 |
| Amon & Associates | Glastonbury | CT | 04/2022 | 11/2022 |
| Milestone Asset Management Group, Llc | Avon | CT | 09/2024 | Present |
DANIELLE BARBATO; 10 COMMERCE STREET, GLASTENBURY CT 06033; CATEGORY: NOTARY PULBLIC; INVESTMENT RELATED: NO; TITLE: NOTARY; DUTIES: NOTARIZE; START DATE: 07/29/20; HOURS PER MONTH: 1; HOURS PER MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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