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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-02-04 |
| TX | RA | APPROVED_RES | 2019-02-01 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenwich | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 11/2016 | 02/2019 |
| Wells Fargo Advisors Financial Network, Llc | Old Greenwich | CT | 02/2019 | Present |
AUTHOR OF "LADIES, LETS TALK ABOUT MONEY", INV RELATED, 8 HOURS PER MONTH, GREENWICH, CT, START 11/1/2012 CO-TRUSTEE FOR SISTER; INV RELATED; NEW YORK, NY; START 2/1/2008: NO TIME DEVOTED.| CUTLER INVESTMENT MANAGEMENT, INV RELATED, GREENWICH, CT, 100% OWNERSHIP, START 3/5/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE.| CUTLER ANDREWS CAPITAL MANAGEMENT, INV RELATED, OLD GREENWICH, CT, 44% OWNERSHIP, START 2/1/2019, 200 HOURS PER MONTH, 120 HOURS DURING TRADING, FINET PRACTICE.| CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, GREENWICH, CT, START 6/4/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.| TRUSTEE FOR CUTLER INVESTMENT MANAGEMENT 401K, INV RELATED, GREENWICH, CT, START 12/4/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.| MERRITT POINT WEALTH ADVISORS LLC, INV RELATED, OLD GREENWICH, CT, 33% OWNERSHIP, START 11/1/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, BUSINESS ADMIN FOR PRACTICE.| MPWA LLC, INV RELATED, OLD GREENWICH, CT, 32% OWNERSHIP, START 3/15/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;| MPF HOLDINGS LLC, INV RELATED, OLD GREENWICH, CT, 12% OWNERSHIP, START 3/15/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;| MPWP LLC, INV RELATED, OLD GREENWICH, CT, 10.62% OWNERSHIP, START 3/24/2025, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| JEWISH FAMILY SERVICES OF GREENWICH, INVT RELATED, GREENWICH, CT, FINANCE COMMITTEE MEMBER, START DATE 1/12/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING MONTHLY BUDGET FOR THE NON PROFIT ORGANIZATION.| MERRITT POINT GROWTH PARTNERS, LLC; INV RELATED; OLD GREENWICH, CT; 6.21% OWNERSHIP; START: 12/13/2024; 2 HOURS A MONTH; 0 HOURS DURING TRADING; MERCHANT SPV.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-26 |
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