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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-26 |
| CT | RA | APPROVED | 2024-07-26 |
| NY | RA | APPROVED | 2024-06-24 |
| GA | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 05/2018 | 05/2024 |
| Lge Community Credit Union | Roswell | GA | 06/2017 | 04/2018 |
| Unemployed | Milton | GA | 05/2017 | 06/2017 |
| Eggs Up Grill | Alpharetta | GA | 11/2015 | 04/2017 |
| Voya Financial Advisors | Milton | GA | 06/2024 | Present |
JESSICA ARCHER TRUST POSITION: Co-Trustee NATURE: Trust established for daughter after fathers passing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2020 ADDRESS: 12780 New Providence Rd, Milton GA 30004, United States DESCRIPTION: Assist co-trustee (Daughter, Jessica) with making decisions for the trust. JULIA ARCHER TRUST POSITION: Co-Trustee NATURE: Trust established for daughter after fathers passing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2017 ADDRESS: 12780 New Providence Rd, Milton GA 30004, United States DESCRIPTION: Assist co-trustee (daughter Julia) with making responsible decisions with the trust. MUTTLEY CREW, INC POSITION: Board of Directors NATURE: There will be, it has not been set up yet INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2024 ADDRESS: 409 Highland Ave, Eufaula AL 36027, United States DESCRIPTION: The is a non-profit organization for Muttley Crew Rescue @ Lake Eufuala. I am the founding director. It is a non-profit organization to help rehabilitate, rehome, spay & neuter and education about homeless dogs. UTZMAN-HILL, LLC POSITION: owner NATURE: there will be, brand new company. We will have rental cabins and homes and once they are ready for operation, the website will be built INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2024 ADDRESS: 409 Highland Ave, Eufaula AL 36027, United States DESCRIPTION: Owner, builder and rental agent for future cabins and homes for short term and long-term rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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