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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-04 |
Branch Locations
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branford High School | Branford | CT | 08/2013 | 06/2018 |
| The Stand | Branford | CT | 06/2016 | 08/2019 |
| Cheshire Academy | Cheshire | CT | 09/2018 | 05/2019 |
| Fairfield University | Fairfield | CT | 09/2019 | 05/2023 |
| Stony Creek Brewery | Branford | CT | 03/2020 | 08/2023 |
| Coastal Bridge Advisors | Westport | CT | 02/2022 | 08/2023 |
| Coastal Bridge Advisors | Westport | CT | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
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