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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Abingdon | VA | 07/2012 | Present |
| First Bank & Trust Co | Abingdon | VA | 06/2012 | Present |
1.) JACQ,LLC. 19264 Sterling Drive Abingdon, VA 24211. Rental Property Holding Company. Yes, Investment related. Managing/Operating Member. Started 6/30/2015. Approx 5 Hours per month. 0 during trading hours. Rental Income. Financial Management. 2.) First Bank & Trust. Trust Dept. Abingdon, VA. Yes, Investment related. Trust Officer. Started 2/1/2017. Hours vary. Review portfolio options for the client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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