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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-07 |
Branch Locations
3 Enterprise Drive Suite 401, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sportscenter Of Connecticut | Shelton | CT | 05/2021 | 12/2022 |
| Investmark Advisory Group | Shelton | CT | 06/2023 | Present |
| Merrimack College | North Andover | MA | 08/2019 | 05/2023 |
| Ups | Norwalk | CT | 11/2020 | 12/2020 |
| Monroe Parks And Rec | Monroe | CT | 10/2018 | 08/2019 |
| N/A | Monroe | CT | 01/2016 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
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