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100 Western Boulevard, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-26 |
| CT | RA | APPROVED | 2006-10-11 |
Branch Locations
100 Western Boulevard, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ssn Advisory, Inc. | Glastonbury | CT | 02/2018 | 01/2019 |
| Adivceone Llc | Glastonbury | CT | 09/2006 | Present |
| Adviceone Advisory Services, Llc | Glastonbury | CT | 09/2006 | Present |
| Securities Service Network, Llc | Glastonbury | CT | 08/2006 | 11/2019 |
1) THE WILLIAM M. GOLDBERG AND DIANA W. GOLDBERG IRREVOCABLE FAMILY TRUST - N/A ADDRESS - 05/2005 START DATE - NIR - I AM A NAMED TRUSTEE OF THE TRUST. WILLIAM AND DIANA GOLDBERG ARE THE TRUST GRANTORS. THEY ARE MY PARENTS - TRUSTEE OF MY PARENTS IRREVOCABLE LIFE INSURANCE TRUST - 0 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-30 |
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