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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Apollo Trust Company | Leechburg | PA | 09/2013 | 04/2017 |
| Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.) | Meriden | CT | 09/2013 | Present |
| Infirst Financial Advisors, Llc. | Indiana | PA | 04/2017 | 12/2024 |
1.) Natianl Slovak Society Life. McMurray, PA. Yes, investment related. Agent. Insurance products. Approx 5 hours per month during trading hours. Sale of fixed Insuramce and annuity Products. 2.) Greek Catholic Union. Beaver, PA. Yes, Investment related. Insurance products. Approx 20 hours per month. 1 hour during trading hours. Sales of fixed insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-25 |
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