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100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-20 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unibank | Whitinsville | MA | 04/2019 | 04/2023 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 08/2025 |
| Providence College | Providence | RI | 08/2019 | 05/2023 |
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 01/2026 | Present |
| Franklin Managed Options Strategies | Stamford | CT | 08/2025 | 12/2025 |
| Northbridge High School | Northbridge | MA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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