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100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-15 |
Branch Locations
100 Beard Sawmill Road Suite 275, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates | Westport | CT | 03/2024 | 03/2026 |
| Factory Direct Enterprises | Edison | NJ | 07/2023 | 03/2024 |
| Forest Hills Stadium | New York | NY | 08/2021 | 07/2023 |
| Bryant Park Corporation | New York | NY | 07/2021 | 11/2022 |
| Enterprise Holdings | New York | NY | 05/2013 | 07/2021 |
| Stone Wall Money Management Llc | Shelton | CT | 03/2026 | Present |
| Strategies For Wealth Management, Llc | Shelton | CT | 03/2026 | Present |
INSURANCE SALES; INVESTMENT RELATED; SHELTON, CONNECTICUT; INSURANCE AGENT;APPROXIMATELY 40 HOURS A MONTH DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-12 |
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