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1609 West Main St, Russellville, AR 72801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| CT | RA | APPROVED | 2018-02-27 |
Branch Locations
220 Hartford Turnpike 2Nd Floor, Vernon, CT 06066 • United States
1609 West Main St., Russellville, AR 72801 • UNITED STATES
220 Hartford Turnpike Suite 5, Vernon, CT 06066 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Embark Financial And Insurance Partners, Llc | Manchester | CT | 01/2009 | 03/2019 |
| Invest Financial Corporation | Manchester | CT | 06/2011 | 02/2018 |
| Embark Financial And Insurance Partners, Llc | Vernon | CT | 03/2019 | Present |
(1) EMBARK FINANCIAL AND INSURANCE PARTNERS, LLC; 220 Hartford Turnpike, Second Floor, Vernon, CT 06066; INSURANCE SALES; PRESIDENT/OWNER; INVESTMENT RELATED; 125 HRS/MO, 125 HRS DURING TRADING. (2) Manchester Public School, Manchester High School, 134 Middle Turnpike East, Manchester CT, 06040 Not Investment Related. Track Official,1-2 hrs per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-07 |
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