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1031 Route 32 Unit 10, Uncasville, CT 06382 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-03-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Sj Financial Services, Llc | Waterford | CT | 03/2003 | 01/2018 |
| Jabez Financial, Llc | Uncasville | CT | 01/2018 | Present |
| Bradford Financial, Inc. | Niantic | CT | 06/2006 | 01/2018 |
| Manumit United, Inc. | Niantic | CT | 10/2016 | Present |
| Eagle Mortgage, Llc | Niantic | CT | 01/2019 | 03/2021 |
| Ct Reverse, Llc | Uncasville | CT | 03/2021 | 12/2023 |
Insurance sales; investment-related; Uncasville, CT; Insurance Agent; approximately 15 hrs/mo during trading hours; sales of various insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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