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48 Wall Street, Madison, CT 06443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-12-08 |
Branch Locations
48 Wall Street, Madison, CT 06443 • United States
1180 Boston Post Road, Old Saybrook, CT 06475 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Old Saybrook | CT | 07/2013 | 02/2021 |
| Northstar Wealth Partners Llc | Old Saybrook | CT | 07/2013 | 12/2020 |
| Principle Wealth Partners Llc | Old Saybrook | CT | 12/2020 | Present |
1.) NOTARY PUBLIC; 11/25/2016: No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 12/01/2016 - 1 Hour Per Month During Securities Trading - Notary public.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
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