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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-08-14 |
| CT | RA | APPROVED | 2007-01-23 |
Branch Locations
51 Roses Mill Road, Milford, CT 06460 • United States
33 Broad Street, Milford, CT 06460 • 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 |
|---|---|---|---|---|
| Milford Bank | Milford | CT | 01/2007 | Present |
| Infinex Investments, Inc. | Milford | CT | 01/2007 | Present |
1.)(ACTIVITY)VARIOUS INSURANCE CARRIERS-NOT INVESTMENT RELATED-INSURANCE AGENT-FIXED INSURANCE SALES-100HRS/MO TIME SPENT-20HRS DURING SECURITIES TRADING HRS. 2.)(ACTIVITY) MASS MUTUAL,LIFE INSURANCE,INVESTMENT RELATED,FINANCIAL PROFESSIONAL,ONE TIME SALE OF LIFE INSURANCE TO A FORMER CLIENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-09 |
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