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342 Main Street, Lakeville, CT 06039 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
| NJ | RA | APPROVED | 2025-07-15 |
| CT | RA | APPROVED | 2025-05-22 |
| NY | RA | APPROVED | 2025-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main Street Research Llc | Greenwich | CT | 03/2024 | Present |
| White Hart Inn | Salisbury | CT | 03/2023 | 03/2024 |
| Deloitte And Touche | Jersey City | NJ | 05/2020 | 05/2021 |
| Beltrano Law, Llc | Riverside | CT | 06/2020 | 05/2021 |
| Jpmorgan Chase And Co. | New Canaan | CT | 08/2018 | 05/2020 |
| Law Offices Of Mark Sherman | Stamford | CT | 03/2017 | 05/2018 |
| Fairefiled University | Fairfield | CT | 05/2015 | 05/2020 |
| Unempolyed | Simsbury | CT | 06/2021 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
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