315 Post Road West, Westport, CT, 06880
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Learn about disclosures →James is involved in several business activities, including tax preparation/accounting, DBAs for his LPL business, real estate rental, mortgage brokerage services, and providing investment advisory services through Trivium Point Advisory LLC (nearly full-time). He also works as an insurance agent through Trivium Point Insurance Group, dedicating about 10-20% of his time to this activity.