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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-07 |
| CT | RA | APPROVED | 2019-03-18 |
Branch Locations
216 Davis Street Suite A, Oakville, CT 06779 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 03/2019 | Present |
| Lpl Financial, Llc | Watertown | CT | 10/2011 | 03/2019 |
1.) Bantam Financial. Yes, investment related. Partner. Started in 2019. Sales of Financial Products at Osaic.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-02 |
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