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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2006-10-18 |
| NH | RA | APPROVED | 2006-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pentucket Bank | Haverhill | MA | 10/2006 | Present |
| Infinex Investments, Inc. | Haverhill | MA | 10/2006 | Present |
1.) Salem Family Resorses. 24 School Street. Salem, NH. Early childhood education. Not investment related. Officer. (2017 was a board member, also former president). Approx 3 hours per month during trading hours. Budgeting, event planning, hosting meetings. 2.) Pentucket Bank. Yes, investment related. Financial Advisor with the bank. Started 10/2006. Approx 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-30 |
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