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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| CT | RA | APPROVED | 2025-03-31 |
Branch Locations
1261 Post Road, Fairfield, CT 06824-6072 • United States
Milford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Racebrook Country Club | Orange | CT | 06/2020 | 09/2020 |
| Racebrook Country Club | Orange | CT | 06/2021 | 08/2021 |
| Amazon | Fairfield | CT | 05/2020 | 07/2020 |
| Trinity Point Wealth | Milford | CT | 05/2023 | 08/2023 |
| Fidelity Investments | Fairfield | CT | 06/2024 | Present |
| Trinity College | Hartford | CT | 08/2020 | 05/2024 |
| Joseph A. Foran High School | Milford | CT | 08/2016 | 08/2020 |
| Boys & Girls Clubs Of America | Milford | CT | 06/2019 | 11/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
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