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58 Boston Street, Guilford, CT 06437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-17 |
| CT | RA | APPROVED | 2024-08-15 |
Branch Locations
58 Boston Street, Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ollo | Malibu | CA | 12/2015 | 01/2017 |
| Diastole Wealth Management | Guilford | CT | 01/2017 | 11/2021 |
| Nec | Henniker | NH | 08/2017 | 06/2021 |
| Ness | Stonington | CT | 11/2021 | 11/2022 |
| Diastole Wealth Management | Guilford | CT | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
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