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708 Montgomery Street, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karton Logistics | Danbury | CT | 05/2023 | 05/2024 |
| Dick's Sporting Goods | North Haven | CT | 02/2023 | 05/2023 |
| Cold Stone Creamery | Danbury | CT | 07/2019 | 11/2019 |
| Kestra Investment Services Llc | West Hartford | CT | 08/2024 | 01/2025 |
| Full Time Student | Danbury | CT | 09/2005 | 05/2023 |
| Unemployed | Danbury | CT | 12/2019 | 01/2023 |
| Jp Morgan Chase | Ridgefield | CT | 07/2025 | 10/2025 |
| Bergenn Financial Group | West Hartford | CT | 05/2024 | 01/2025 |
| Unemployed | Danbury | CT | 02/2025 | 06/2025 |
| Delta Investment Management, Llc | Greenville | SC | 12/2025 | Present |
| Northstar Financial & Retirement Planning, Llc | Greenville | SC | 12/2025 | Present |
| Richter Park Golf Course | Danbury | CT | 05/2017 | 11/2017 |
NorthStar Financial & Retirement Planning, LLC, Investment-Related, 113 Whitsett Street, Greenville, SC 29601, Financial Advisor, Start Date: 12/2025, Hours Dedicated: 160 hours per month (160 hours per month during trading hours). Insurance Agent (self-employed), non-investment related, 113 Whitsett Street, Greenville, SC 29601, Insurance Agent, Start Date: 12/2025, Hours Dedicated: 160 hours per month (160 hours per month during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
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