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95 Broadhollow Road, Suite 102, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-03 |
Branch Locations
95 Broadhollow Road, Suite 102, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Wealth Management | Melville | NY | 08/2023 | Present |
| Sun Life | Wellesley | MA | 06/2022 | 07/2023 |
| Rcn Capital | South Windsor | CT | 09/2021 | 05/2022 |
| Rcn Capital | South Windsor | CT | 05/2021 | 08/2021 |
| The University Of Connecticut | Storrs | CT | 03/2021 | 05/2021 |
| The University Of Connecticut | Storrs | CT | 09/2021 | 12/2021 |
| Ups | Granby | CT | 04/2021 | 08/2021 |
| Self-Employed | Granby | CT | 03/2021 | 08/2021 |
| The University Of Connecticut | Storrs | CT | 05/2019 | 05/2022 |
| Geisslers | Granby | CT | 06/2017 | 05/2019 |
| Granby Parks Department | Granby | CT | 12/2016 | 03/2017 |
| Umemployed - Student | Granby | CT | 08/2013 | 11/2016 |
| Unemployed - Student | Granby | CT | 04/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-19 |
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