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45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-09 |
Branch Locations
45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Greenwich | CT | 07/2010 | 05/2022 |
| Raymond James Financial Services Inc | Glastonbury | CT | 05/2022 | 09/2024 |
| Raymond James Financial Services Advisors | Glastonbury | CT | 05/2022 | 09/2024 |
| Four Corners Private Wealth | Glastonbury | CT | 07/2022 | 09/2024 |
| Lionsmith Llc | Glastonbury | CT | 07/2022 | Present |
| Greenwich Wealth Management, Llc | Greenwich | CT | 10/2024 | Present |
(1) Name of Business: LionSmith LLC Address: 26 Buxton Lane, Riverside, CT 06878, United States Activity Type: Lionsmith LLC remains an actively-registered corporation based in Delaware. Its DBA (and sole operating unit) was Four Corners Private Wealth - which is now defunct. At this point, we spend no portion of our day on Lionsmith LLC activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
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