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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-18 |
Branch Locations
29 South Main Street Suite 210, West Hartford, CT 06107 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Haven | CT | 11/2017 | 10/2024 |
| Bank Of America, N.A. | New Haven | CT | 03/2018 | 10/2024 |
| Raymond James & Associates | West Hartford | CT | 10/2024 | Present |
| Ubs Financial Services Inc | New Haven | CT | 05/2008 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-23 |
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