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Wethersfield, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthew Hill Cpa | Wethersfield | CT | 07/1999 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 12/2011 | 03/2024 |
| Optimum Financial Llc | Wethersfield | CT | 03/2024 | Present |
1) MATT HILL-SELF EMPLOYED-WETHERSFIELD, CT; INSURANCE SALES; INDEPENDENT INSURANCE AGENT; START DATE 6/00;2 HRS/MONTH DEVOTED TO BUSINESS;2 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED 2) MATTHEW HILL CPA - WETHERSFIELD, CT; TAX PREPARATION SERVICES; OWNER; START DATE 1/90; 15 HRS/MONTH DEVOTED TO BUSINESS;15 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED. 3) RENTAL PROPERTY MANAGEMENT; START DATE: 6/1/2011;RENTAL AGENT ASSISTANCE FOR JODI HILL/BARBARA HILL;20 HRS/MONTH DEVOTED TO BUSINESS;10 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-16 |
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