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100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-09-27 |
| MA | RA | APPROVED | 2023-09-27 |
Branch Locations
100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
197 First Avenue Suite 320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Outsourced For Success | Boston | MA | 03/2015 | 10/2016 |
| Unemployed | North Andover | MA | 06/2017 | 09/2017 |
| Jb Capital, Llc | Needham | MA | 10/2023 | Present |
| Armstrong Advisory Group | Needham | MA | 10/2016 | 06/2017 |
| Radius Financial Group | Norwell | MA | 09/2017 | 09/2023 |
Started 10/2023. Sale of life insurance and fixed annuities through affiliated insurance company, JN Financial, 100 Great Meadow Road, Wethersfield, CT 06109. Insurance agent. Approximately 80 hours per month during securities trading hours. Not investment related. Sales are commission based.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-09 |
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