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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-21 |
Branch Locations
1445 East Putnam Avenue, Old Greenwich, CT 06870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 08/2023 | 11/2024 |
| Coerver Coaching | Severna Park | MD | 06/2023 | 07/2023 |
| The Choptank (Atlas Restaurant Group) | Annapolis | MD | 07/2022 | 12/2022 |
| Pusser's Caribbean Grille | Annapolis | MD | 05/2018 | 12/2021 |
| Univeristy Of South Carolina | Columbia | SC | 06/2019 | 05/2023 |
| Broadneck High School | Annapolis | MD | 07/2015 | 05/2019 |
| Osaic | Old Greenwich | CT | 11/2024 | Present |
1. FREDERICK HILL POSITION: 1099 NATURE: 1099 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/06/2024 ADDRESS: 1445 E Putnam Ave, Old Greenwich CT 06870, United States DESCRIPTION: Life Insurance Sales 2. PINNACLE TAXX POSITION: Registered Assistant & Tax Preparer NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 06/03/2024 ADDRESS: 1445 E Putnam Ave, Old Greenwich CT 06870, United States DESCRIPTION: - Assistant Duties for T. Povinelli and C. Wild - Take incoming calls / make outgoing calls - Logging Checks - Greeting clients when they walk into the office - Will start to work on tax preparation during 2026 tax season
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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