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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-29 |
Branch Locations
95 Glastonbury Blvd Ste 210, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Hartford | CT | 05/2001 | 03/2019 |
| Various Insurance Carriers For W & R Insurance Agencies | Manchester | CT | 03/2002 | 03/2019 |
| Lfp Enterprises, Inc. | Manchester | CT | 07/2013 | 12/2021 |
| Voya Financial Advisors, Inc. | Glastonbury | CT | 03/2019 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 95 GLASTONBURY BLVD STE 210; GLASTONBURY; CT; 06033; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 3/25/2019; 160; 160; SALE OF FIXED INSURANCE PRODUCTS; 2. NAME OF ENTITY:JACOBS FINANCIAL PARTNERS; Yes; 95 GLADSTONBURY BLVD STE 210; GLASTONBURY; CT; 06033; FINANCIAL SERVICES/DBA; FINANCIAL ADVISER; 3/25/2019; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-03 |
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