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70 Audubon Street, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Community Foundation For Greater New Haven | New Haven | CT | 04/2021 | Present |
| Bhcares | East Haven | CT | 12/2020 | 04/2021 |
| Milford Department Of Education | Milford | CT | 11/2020 | 03/2021 |
| Cogguillo Family Dentistry | Milford | CT | 01/2014 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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