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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-10 |
Branch Locations
216 Davis Street Suite A, Oakville, CT 06779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | West Hartford | CT | 08/2019 | 07/2022 |
| Yale University | New Haven | CT | 01/2013 | 07/2019 |
| Infinex Investments, Inc. | Meriden | CT | 08/2022 | Present |
1.) Bantam Financial. Yes, investment related. Officer manager/sales asst. Started 8/2022. Approx 150 hours per month. Approx 130 hours during trading hours. Management, service and support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-12 |
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