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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-09 |
| NY | RA | APPROVED | 2022-02-07 |
Branch Locations
85 Broad Street 10Th Floo, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Fort Lee | NJ | 02/2014 | 02/2022 |
| Hsbc Securities (Usa) Inc. | Fort Lee | NJ | 02/2014 | 02/2022 |
| Infinex Investments, Inc. | Meriden | CT | 02/2022 | Present |
| Popular Bank | New York | NY | 02/2022 | 07/2023 |
| Popular Bank | New York | NY | 07/2023 | Present |
1.) Popular bank. Yes, investment related. Private banker.Started Feb 2022 - 7/2023. Banking and financial Services. Approx 160 hours per month. 136 during trading hours. 7/2023 - Present (Banking) Position: Sr. Sales & Relationship Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-21 |
| S66 | Uniform Combined State Law Examination | 2000-11-27 |
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