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350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-11-08 |
Branch Locations
95 Glastonbury Blvd, Suite 100, Glastonbury, CT 06033 • United States
350 Passaic Avenue Suite 201, Fairfield, NJ 07004 • 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 |
|---|---|---|---|---|
| Nylife Securities Inc. | Windsor | CT | 06/1997 | 06/2021 |
| New York Life Ins. | Windsor | CT | 06/1997 | 06/2021 |
| Allen Financial Group | Windsor | CT | 01/2005 | Present |
| Allen Financial Group | South Windsor | CT | 07/2021 | 10/2021 |
| Eagle Strategies Llc | Windsor | CT | 06/2005 | 07/2021 |
| Cornerstone Planning Group, Llc | Glastonbury | CT | 10/2021 | Present |
Life insurance sales, [BROKERING OF LIFE, ANNUITY, HEALTH AND LTC PRODUCTS. DBA - ALLEN FINANCIAL GRP] [1873 Group LLC; Real estate rental; 46 Prospect Street, Hartford CT 06103; Start Date 09/2016; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-23 |
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