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48 South Road Unit 15, Somers, CT 06071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-26 |
| CT | RA | APPROVED | 2013-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaulieu & Associates, Llc | Somers | CT | 08/2013 | Present |
| Purshe Kaplan Sterling | Somers | CT | 09/2013 | 12/2024 |
| Beaulieu & Associates, Llc | Somers | CT | 09/2000 | Present |
| Southfield Corners Condominium Association | Southfield | CT | 05/2013 | Present |
| Glj Enterprises | Somers | CT | 12/2012 | Present |
| M-1 Properties | Somers | CT | 09/2006 | 05/2021 |
1. INDEPENDENT INSURANCE AGENT SELLING FIXED LIFE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES - 48 SOUTH RD UNIT 15 SOMERS, CT 06071 2. GLJ ENTERPRISES, LLC - 48 SOUTH RD UNIT 15 SOMERS, CT 06071 - NOT INVESTMENT RELATED - REAL ESTATE HOLDING COMPANY - OWNER - 12/2012 - 1 HOUR/ MONTH - MANAGE EMPLOYEE TASKED WITH MANAGING THE PHYSICAL PROPERTY. 3. M-1 PROPERTIES - 48 SOUTH RD UNIT 15 SOMERS, CT 06071 - NOT INVESTMENT RELATED - PARTNERSHIP CONSISTING OF A VACATION CONDO IN SOUTH CAROLINA - PARTNER - 08/2006 - 1 HOUR/ MONTH - MANAGE EMPLOYEE TASKED WITH MANAGING RENTAL AND MAINTENANCE OF PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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